SFA
GTM

Sequoia Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History

Sequoia Financial Advisors’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 		$227K Buy
77,636
+51,787
+200% +$233K ﹤0.01% 1881
2026
Q1 		$155K Buy
25,849
+5,561
+27% +$40.9K ﹤0.01% 1819
2025
Q4 		$206K Buy
20,288
+8,032
+66% +$82.7K ﹤0.01% 1794
2025
Q3 		$134K Buy
+12,256
New +$131K ﹤0.01% 1671

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's GTM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its ZoomInfo Technologies (GTM) stake by 200% in Q2 2026, buying an estimated $233K and bringing the position to 77,636 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Sequoia Financial Advisors first reported a position in GTM in Q3 2025 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Sequoia Financial Advisors held 77,636 shares of ZoomInfo Technologies worth $227K as of Q2 2026.
  • Sequoia Financial Advisors bought 51,787 ZoomInfo Technologies shares in Q2 2026, an estimated $233K.
  • ZoomInfo Technologies made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1881 holding.
  • Sequoia Financial Advisors first reported a position in ZoomInfo Technologies in Q3 2025 and has held it in 4 quarters since.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.