DT
GTM

Diversified Trust’s ZoomInfo Technologies GTM Stock Holding History

Diversified Trust’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 		$173K Buy
59,149
+43,283
+273% +$195K ﹤0.01% 1052
2026
Q1 		$94.9K Buy
+15,866
New +$117K ﹤0.01% 1012
2025
Q3 		– Sell
-25,872
Closed -$262K – 1070
2025
Q2 		$262K Buy
+25,872
New +$239K 0.01% 796

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

Diversified Trust's GTM Position: Q2 2026 in Review

Diversified Trust increased its ZoomInfo Technologies (GTM) stake by 273% in Q2 2026, buying an estimated $195K and bringing the position to 59,149 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Diversified Trust first reported a position in GTM in Q2 2025 and has held it in 3 quarters since. The position peaked at $262K in Q2 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Diversified Trust held 59,149 shares of ZoomInfo Technologies worth $173K as of Q2 2026.
  • Diversified Trust bought 43,283 ZoomInfo Technologies shares in Q2 2026, an estimated $195K.
  • ZoomInfo Technologies made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1052 holding.
  • Diversified Trust first reported a position in ZoomInfo Technologies in Q2 2025 and has held it in 3 quarters since.
  • Diversified Trust's ZoomInfo Technologies position peaked at $262K in Q2 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.