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
Q1 		$867 Buy
+145
New +$1.07K ﹤0.01% 1489

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SHP Wealth Management's GTM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 145 shares worth $867. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings.

363 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • SHP Wealth Management held 145 shares of ZoomInfo Technologies worth $867 as of Q1 2026.
  • ZoomInfo Technologies was a new SHP Wealth Management position in Q1 2026.
  • ZoomInfo Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1489 holding.
  • 363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.