TD Private Client Wealth’s ZoomInfo Technologies GTM Stock Holding History

TD Private Client Wealth’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	$263	Buy	+44	New	+$324	﹤0.01%	1538
2024 Q1	–	Sell	-554	Closed	-$10.2K	–	1277
2023 Q4	$10.2K	Buy	554 +180	+48%	+$2.82K	﹤0.01%	1042
2023 Q3	$6.13K	Buy	374 +34	+10%	+$695	﹤0.01%	1093
2023 Q2	$8.63K	Buy	340 +157	+86%	+$3.72K	﹤0.01%	1073
2023 Q1	$4.52K	Hold	183	–	–	﹤0.01%	1111
2022 Q4	$5.51K	Buy	183 +111	+154%	+$3.83K	﹤0.01%	1067
2022 Q3	$3K	Buy	+72	New	+$3.06K	﹤0.01%	1089

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

TD Private Client Wealth's GTM Position: Q1 2026 in Review

TD Private Client Wealth opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 44 shares worth $263. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in GTM as recently as Q4 2023.

TD Private Client Wealth first reported a position in GTM in Q3 2022 and has held it in 7 quarters since. The position peaked at $10.2K in Q4 2023. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

TD Private Client Wealth held 44 shares of ZoomInfo Technologies worth $263 as of Q1 2026.
ZoomInfo Technologies was a new TD Private Client Wealth position in Q1 2026.
ZoomInfo Technologies made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1538 holding.
TD Private Client Wealth first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 7 quarters since.
TD Private Client Wealth's ZoomInfo Technologies position peaked at $10.2K in Q4 2023.
361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.