SWM
GTM

SHP Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

SHP 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 		– Sell
-145
Closed -$867 – 2090
2026
Q1 		$867 Buy
+145
New +$1.07K ﹤0.01% 1489

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

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

SHP Wealth Management sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 145 shares — an estimated $867 sold.

SHP Wealth Management first reported a position in GTM in Q1 2026 and held it in 1 quarter. The position peaked at $867 in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • SHP Wealth Management reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 145 ZoomInfo Technologies shares in Q2 2026, an estimated $867.
  • SHP Wealth Management first reported a position in ZoomInfo Technologies in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's ZoomInfo Technologies position peaked at $867 in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

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