RWML
GTM

RAFFA WEALTH MANAGEMENT, LLC’s ZoomInfo Technologies GTM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-49
Closed -$293 – 1685
2026
Q1 		$293 Buy
49
+2
+4% +$15 ﹤0.01% 1125
2025
Q4 		$478 Hold
47
– – ﹤0.01% 1076
2025
Q3 		$513 Buy
+47
New +$504 ﹤0.01% 1069

Other funds holding GTM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM

RAFFA WEALTH MANAGEMENT, LLC's GTM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 49 shares — an estimated $293 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in GTM in Q3 2025 and held it in 3 quarters. The position peaked at $513 in Q3 2025. 59 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 49 ZoomInfo Technologies shares in Q2 2026, an estimated $293.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 3 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's ZoomInfo Technologies position peaked at $513 in Q3 2025.
  • 59 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.