SPIA
GTM

Steward Partners Investment Advisory’s ZoomInfo Technologies GTM Stock Holding History

Steward Partners Investment Advisory’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 		$335 Hold
56
– – ﹤0.01% 4292
2025
Q4 		$570 Sell
56
-1,000
-95% -$10.3K ﹤0.01% 4142
2025
Q3 		$11.5K Hold
1,056
– – ﹤0.01% 3339
2025
Q2 		$10.7K Sell
1,056
-1
-0.1% -$9 ﹤0.01% 3185
2025
Q1 		$10.6K Sell
1,057
-65
-6% -$682 ﹤0.01% 3071
2024
Q4 		$11.8K Sell
1,122
-1,435
-56% -$15.3K ﹤0.01% 3033
2024
Q3 		$26.4K Buy
2,557
+500
+24% +$5.24K ﹤0.01% 2539
2024
Q2 		$26.3K Buy
2,057
+335
+19% +$4.69K ﹤0.01% 2404
2024
Q1 		$27.6K Buy
1,722
+262
+18% +$4.26K ﹤0.01% 2373
2023
Q4 		$27K Hold
1,460
– – ﹤0.01% 2258
2023
Q3 		$23.9K Buy
1,460
+850
+139% +$17.4K ﹤0.01% 2222
2023
Q2 		$15.5K Hold
610
– – ﹤0.01% 2408
2023
Q1 		$15.1K Hold
610
– – ﹤0.01% 2371
2022
Q4 		$18.4K Sell
610
-997
-62% -$34.4K ﹤0.01% 2274
2022
Q3 		$67K Hold
1,607
– – ﹤0.01% 1659
2022
Q2 		$53K Sell
1,607
-50
-3% -$2.21K ﹤0.01% 1784
2022
Q1 		$99K Sell
1,657
-2,878
-63% -$154K ﹤0.01% 1616
2021
Q4 		$291K Sell
4,535
-212
-4% -$14.2K ﹤0.01% 1153
2021
Q3 		$290K Sell
4,747
-146
-3% -$8.73K 0.01% 1115
2021
Q2 		$255K Buy
4,893
+443
+10% +$20.8K ﹤0.01% 1367
2021
Q1 		$218K Buy
4,450
+1,000
+29% +$50.2K ﹤0.01% 1258
2020
Q4 		$166K Buy
3,450
+150
+5% +$6.46K ﹤0.01% 1147
2020
Q3 		$142K Buy
+3,300
New +$129K ﹤0.01% 1074

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 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

Steward Partners Investment Advisory's GTM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its ZoomInfo Technologies (GTM) position steady in Q1 2026 at 56 shares worth $335. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

Steward Partners Investment Advisory first reported a position in GTM in Q3 2020 and has held it in 23 quarters since. The position peaked at $291K in Q4 2021. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Steward Partners Investment Advisory held 56 shares of ZoomInfo Technologies worth $335 as of Q1 2026.
  • Steward Partners Investment Advisory left its ZoomInfo Technologies share count unchanged in Q1 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4292 holding.
  • Steward Partners Investment Advisory first reported a position in ZoomInfo Technologies in Q3 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's ZoomInfo Technologies position peaked at $291K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.