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QTR Family Wealth’s ZoomInfo Technologies GTM Stock Holding History

QTR Family Wealth’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.1K Sell
10,969
-257
-2% -$1.16K 0.01% 334
2026
Q1 		$65K Buy
+11,226
New +$82.6K 0.03% 284

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

QTR Family Wealth's GTM Position: Q2 2026 in Review

QTR Family Wealth reduced its ZoomInfo Technologies (GTM) stake by 2.3% in Q2 2026, selling an estimated $1.16K and leaving 10,969 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #334.

QTR Family Wealth first reported a position in GTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $65K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • QTR Family Wealth held 10,969 shares of ZoomInfo Technologies worth $32.1K as of Q2 2026.
  • QTR Family Wealth sold 257 ZoomInfo Technologies shares in Q2 2026, an estimated $1.16K.
  • ZoomInfo Technologies made up 0.01% of QTR Family Wealth's portfolio in Q2 2026, its #334 holding.
  • QTR Family Wealth first reported a position in ZoomInfo Technologies in Q1 2026 and has held it in 2 quarters since.
  • QTR Family Wealth's ZoomInfo Technologies position peaked at $65K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.