TPCW
GTM

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
Q2 		– Sell
-44
Closed -$263 – 1778
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

TD Private Client Wealth's GTM Position: Q2 2026 in Review

TD Private Client Wealth sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 44 shares — an estimated $263 sold.

TD Private Client Wealth first reported a position in GTM in Q3 2022 and held it in 7 quarters. The position peaked at $10.2K in Q4 2023. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • TD Private Client Wealth reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 44 ZoomInfo Technologies shares in Q2 2026, an estimated $263.
  • TD Private Client Wealth first reported a position in ZoomInfo Technologies in Q3 2022 and held it in 7 quarters.
  • TD Private Client Wealth's ZoomInfo Technologies position peaked at $10.2K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.