Rialto Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Rialto Wealth Management’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	$3	Sell	1 -1	-50%	-$4	﹤0.01%	1934
2026 Q1	$12	Sell	2 -16	-89%	-$118	﹤0.01%	1725
2025 Q4	$184	Buy	18 +9	+100%	+$93	﹤0.01%	1539
2025 Q3	$99	Hold	9	–	–	﹤0.01%	1620
2025 Q2	$92	Buy	+9	New	+$83	﹤0.01%	1549
2025 Q1	–	Sell	-1,000	Closed	-$10.5K	–	1011
2024 Q4	$10.5K	Buy	+1,000	New	+$10.7K	﹤0.01%	386

Other funds holding GTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rialto Wealth Management's GTM Position: Q2 2026 in Review

Rialto Wealth Management reduced its ZoomInfo Technologies (GTM) stake by 50% in Q2 2026, selling an estimated $4 and leaving 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Rialto Wealth Management first reported a position in GTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5K in Q4 2024. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Rialto Wealth Management held 1 share of ZoomInfo Technologies worth $3 as of Q2 2026.
Rialto Wealth Management sold 1 ZoomInfo Technologies share in Q2 2026, an estimated $4.
ZoomInfo Technologies made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1934 holding.
Rialto Wealth Management first reported a position in ZoomInfo Technologies in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's ZoomInfo Technologies position peaked at $10.5K in Q4 2024.
331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.