RIL
GTM

Rothschild Investment LLC’s ZoomInfo Technologies GTM Stock Holding History

Rothschild Investment LLC’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 		$24.8K Sell
8,473
-995
-11% -$4.47K ﹤0.01% 1470
2026
Q1 		$56.6K Buy
9,468
+9,456
+78,800% +$69.5K ﹤0.01% 1078
2025
Q4 		$122 Hold
12
– – ﹤0.01% 3186
2025
Q3 		$131 Hold
12
– – ﹤0.01% 3045
2025
Q2 		$121 Sell
12
-16
-57% -$148 ﹤0.01% 2980
2025
Q1 		$280 Hold
28
– – ﹤0.01% 2777
2024
Q4 		$294 Hold
28
– – ﹤0.01% 2702
2024
Q3 		$289 Buy
28
+16
+133% +$168 ﹤0.01% 2621
2024
Q2 		$153 Hold
12
– – ﹤0.01% 2564
2024
Q1 		$192 Hold
12
– – ﹤0.01% 1758
2023
Q4 		$222 Buy
+12
New +$188 ﹤0.01% 1273

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rothschild Investment LLC's GTM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its ZoomInfo Technologies (GTM) stake by 11% in Q2 2026, selling an estimated $4.47K and leaving 8,473 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Rothschild Investment LLC first reported a position in GTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.6K in Q1 2026. 124 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Rothschild Investment LLC held 8,473 shares of ZoomInfo Technologies worth $24.8K as of Q2 2026.
  • Rothschild Investment LLC sold 995 ZoomInfo Technologies shares in Q2 2026, an estimated $4.47K.
  • ZoomInfo Technologies made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1470 holding.
  • Rothschild Investment LLC first reported a position in ZoomInfo Technologies in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's ZoomInfo Technologies position peaked at $56.6K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.