UCFA
GTM

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
Q1 		$131K Buy
+21,955
New +$161K ﹤0.01% 1582

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

United Capital Financial Advisors's GTM Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in ZoomInfo Technologies (GTM) in Q1 2026: 21,955 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #1582 among its holdings.

361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • United Capital Financial Advisors held 21,955 shares of ZoomInfo Technologies worth $131K as of Q1 2026.
  • ZoomInfo Technologies was a new United Capital Financial Advisors position in Q1 2026.
  • ZoomInfo Technologies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1582 holding.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.