National Philanthropic Trust’s ZoomInfo Technologies GTM Stock Holding History

National Philanthropic 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	$330K	Hold	112,641	–	–	﹤0.01%	337
2026 Q1	$674K	Hold	112,641	–	–	0.01%	245
2025 Q4	$1.15M	Hold	112,641	–	–	0.01%	209
2025 Q3	$1.23M	Hold	112,641	–	–	0.01%	168
2025 Q2	$1.14M	Sell	112,641 -40	-0%	-$370	0.02%	167
2025 Q1	$1.13M	Sell	112,681 -3,041	-3%	-$31.9K	0.02%	157
2024 Q4	$1.22M	Hold	115,722	–	–	0.02%	163
2024 Q3	$1.19M	Hold	115,722	–	–	0.02%	146
2024 Q2	$1.48M	Hold	115,722	–	–	0.03%	131
2024 Q1	$1.86M	Buy	115,722 +3,041	+3%	+$49.5K	0.04%	117
2023 Q4	$2.08M	Buy	+112,681	New	+$1.77M	0.06%	114

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

National Philanthropic Trust's GTM Position: Q2 2026 in Review

National Philanthropic Trust held its ZoomInfo Technologies (GTM) position steady in Q2 2026 at 112,641 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

National Philanthropic Trust first reported a position in GTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q4 2023. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

National Philanthropic Trust held 112,641 shares of ZoomInfo Technologies worth $330K as of Q2 2026.
National Philanthropic Trust left its ZoomInfo Technologies share count unchanged in Q2 2026.
ZoomInfo Technologies made up ﹤0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #337 holding.
National Philanthropic Trust first reported a position in ZoomInfo Technologies in Q4 2023 and has held it in 11 quarters since.
National Philanthropic Trust's ZoomInfo Technologies position peaked at $2.08M in Q4 2023.
331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.