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
2023 Q4	–	Sell	-3,000	Closed	-$209	–	3111
2023 Q3	$209	Sell	3,000 -4,000	-57%	-$81.7K	﹤0.01%	2869
2023 Q2	$9.88K	Hold	7,000	–	–	﹤0.01%	2545
2023 Q1	$13.9K	Hold	7,000	–	–	﹤0.01%	2440
2022 Q4	$39.9K	Hold	7,000	–	–	﹤0.01%	2251
2022 Q3	$100K	Buy	+7,000	New	+$297K	﹤0.01%	2029

Other funds holding GTM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.