Sunbelt Securities’s ZoomInfo Technologies GTM Stock Holding History

Sunbelt Securities’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	$2.6K	Buy	434 +178	+70%	+$1.31K	﹤0.01%	1852
2025 Q4	$2.6K	Hold	256	–	–	﹤0.01%	1818
2025 Q3	$2.79K	Sell	256 -41	-14%	-$440	﹤0.01%	1772
2025 Q2	$3.12K	Hold	297	–	–	﹤0.01%	1531
2025 Q1	$2.97K	Hold	297	–	–	﹤0.01%	1512
2024 Q4	$3.09K	Hold	297	–	–	﹤0.01%	1534
2024 Q3	$3.06K	Sell	297 -91	-23%	-$953	﹤0.01%	1547
2024 Q2	$4.96K	Buy	388 +166	+75%	+$2.32K	﹤0.01%	1399
2024 Q1	$3.56K	Hold	222	–	–	﹤0.01%	1422
2023 Q4	$4.11K	Hold	222	–	–	﹤0.01%	1345
2023 Q3	$3.64K	Hold	222	–	–	﹤0.01%	1372
2023 Q2	$5.64K	Buy	222 +72	+48%	+$1.71K	﹤0.01%	1306
2023 Q1	$3.66K	Buy	+150	New	+$3.85K	﹤0.01%	1352

Other funds holding GTM

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sunbelt Securities's GTM Position: Q1 2026 in Review

Sunbelt Securities increased its ZoomInfo Technologies (GTM) stake by 70% in Q1 2026, buying an estimated $1.31K and bringing the position to 434 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Sunbelt Securities first reported a position in GTM in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.64K in Q2 2023. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

Sunbelt Securities held 434 shares of ZoomInfo Technologies worth $2.6K as of Q1 2026.
Sunbelt Securities bought 178 ZoomInfo Technologies shares in Q1 2026, an estimated $1.31K.
ZoomInfo Technologies made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1852 holding.
Sunbelt Securities first reported a position in ZoomInfo Technologies in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's ZoomInfo Technologies position peaked at $5.64K in Q2 2023.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.