Creative Planning
GTM

Creative Planning’s ZoomInfo Technologies GTM Stock Holding History

Creative Planning’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 		$2.64M Buy
902,060
+428,062
+90% +$1.92M ﹤0.01% 1876
2026
Q1 		$2.83M Buy
473,998
+400,694
+547% +$2.95M ﹤0.01% 1621
2025
Q4 		$746K Buy
73,304
+24,259
+49% +$250K ﹤0.01% 2509
2025
Q3 		$535K Buy
49,045
+9,605
+24% +$103K ﹤0.01% 2653
2025
Q2 		$399K Buy
39,440
+6,802
+21% +$63K ﹤0.01% 2657
2025
Q1 		$326K Buy
32,638
+12,847
+65% +$135K ﹤0.01% 2673
2024
Q4 		$208K Sell
19,791
-4,792
-19% -$51.2K ﹤0.01% 2950
2024
Q3 		$254K Buy
+24,583
New +$257K ﹤0.01% 2660
2023
Q4 		– Sell
-7,374
Closed -$121K – 3112
2023
Q3 		$121K Buy
7,374
+1,626
+28% +$33.2K ﹤0.01% 2363
2023
Q2 		$146K Buy
5,748
+1,054
+22% +$25K ﹤0.01% 2282
2023
Q1 		$116K Sell
4,694
-1,510
-24% -$38.8K ﹤0.01% 2231
2022
Q4 		$187K Buy
6,204
+1,186
+24% +$40.9K ﹤0.01% 2038
2022
Q3 		$209K Buy
+5,018
New +$213K ﹤0.01% 1886
2022
Q2 		– Sell
-4,050
Closed -$242K – 2567
2022
Q1 		$242K Buy
+4,050
New +$217K ﹤0.01% 1775
2021
Q1 		– Sell
-5,350
Closed -$258K – 2746
2020
Q4 		$258K Buy
5,350
+25
+0.5% +$1.08K ﹤0.01% 1716
2020
Q3 		$229K Sell
5,325
-5,181
-49% -$203K ﹤0.01% 1600
2020
Q2 		$536K Buy
+10,506
New +$502K ﹤0.01% 998

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

Creative Planning's GTM Position: Q2 2026 in Review

Creative Planning increased its ZoomInfo Technologies (GTM) stake by 90% in Q2 2026, buying an estimated $1.92M and bringing the position to 902,060 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Creative Planning first reported a position in GTM in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.83M in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Creative Planning held 902,060 shares of ZoomInfo Technologies worth $2.64M as of Q2 2026.
  • Creative Planning bought 428,062 ZoomInfo Technologies shares in Q2 2026, an estimated $1.92M.
  • ZoomInfo Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1876 holding.
  • Creative Planning first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 17 quarters since.
  • Creative Planning's ZoomInfo Technologies position peaked at $2.83M in Q1 2026.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.