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United Capital Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History

United Capital Financial Advisors’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 		$44.1K Sell
15,053
-6,902
-31% -$31K ﹤0.01% 1612
2026
Q1 		$131K Buy
+21,955
New +$161K ﹤0.01% 1582

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's GTM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its ZoomInfo Technologies (GTM) stake by 31% in Q2 2026, selling an estimated $31K and leaving 15,053 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

United Capital Financial Advisors first reported a position in GTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $131K in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • United Capital Financial Advisors held 15,053 shares of ZoomInfo Technologies worth $44.1K as of Q2 2026.
  • United Capital Financial Advisors sold 6,902 ZoomInfo Technologies shares in Q2 2026, an estimated $31K.
  • ZoomInfo Technologies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1612 holding.
  • United Capital Financial Advisors first reported a position in ZoomInfo Technologies in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's ZoomInfo Technologies position peaked at $131K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.