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
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
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

Creative Planning's GTM Position: Q1 2026 in Review

Creative Planning increased its ZoomInfo Technologies (GTM) stake by 547% in Q1 2026, buying an estimated $2.95M and bringing the position to 473,998 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Creative Planning first reported a position in GTM in Q2 2020 and has held it in 16 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Creative Planning held 473,998 shares of ZoomInfo Technologies worth $2.83M as of Q1 2026.
  • Creative Planning bought 400,694 ZoomInfo Technologies shares in Q1 2026, an estimated $2.95M.
  • ZoomInfo Technologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1621 holding.
  • Creative Planning first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 16 quarters since.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.