Washington Trust Advisors’s ZoomInfo Technologies GTM Stock Holding History

Washington Trust 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
2025 Q4	–	Sell	-351	Closed	-$3.83K	–	697
2025 Q3	$3.83K	Sell	351 -126	-26%	-$1.35K	﹤0.01%	636
2025 Q2	$4.83K	Hold	477	–	–	﹤0.01%	574
2025 Q1	$4.77K	Hold	477	–	–	﹤0.01%	555
2024 Q4	$5.01K	Hold	477	–	–	﹤0.01%	567
2024 Q3	$4.92K	Hold	477	–	–	﹤0.01%	575
2024 Q2	$6.09K	Hold	477	–	–	﹤0.01%	528
2024 Q1	$7.65K	Sell	477 -690	-59%	-$11.2K	﹤0.01%	518
2023 Q4	$21.6K	Buy	1,167 +563	+93%	+$8.83K	﹤0.01%	394
2023 Q3	$9.91K	Buy	604 +228	+61%	+$4.66K	﹤0.01%	464
2023 Q2	$9.55K	Buy	376 +76	+25%	+$1.8K	﹤0.01%	467
2023 Q1	$7.41K	Hold	300	–	–	﹤0.01%	546
2022 Q4	$9.03K	Buy	+300	New	+$10.4K	﹤0.01%	514

Other funds holding GTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Washington Trust Advisors's GTM Position: Q4 2025 in Review

Washington Trust Advisors sold out of ZoomInfo Technologies (GTM) in Q4 2025, closing a stake of 351 shares — an estimated $3.83K sold.

Washington Trust Advisors first reported a position in GTM in Q4 2022 and held it in 12 quarters. The position peaked at $21.6K in Q4 2023. 360 funds tracked by Wall St. Rank hold GTM as of Q4 2025.

Washington Trust Advisors reported no remaining ZoomInfo Technologies position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 351 ZoomInfo Technologies shares in Q4 2025, an estimated $3.83K.
Washington Trust Advisors first reported a position in ZoomInfo Technologies in Q4 2022 and held it in 12 quarters.
Washington Trust Advisors's ZoomInfo Technologies position peaked at $21.6K in Q4 2023.
360 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.