Summit Trail Advisors’s ZoomInfo Technologies GTM Stock Holding History

Summit Trail Advisors’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	$415K	Sell	141,610 -162,326	-53%	-$730K	0.01%	1274
2026 Q1	$1.82M	Buy	303,936 +175,932	+137%	+$1.29M	0.03%	600
2025 Q4	$1.3M	Sell	128,004 -33,263	-21%	-$342K	0.02%	662
2025 Q3	$1.76M	Buy	161,267 +128,312	+389%	+$1.38M	0.02%	517
2025 Q2	$334K	Buy	+32,955	New	+$305K	0.01%	881
2025 Q1	–	Sell	-26,394	Closed	-$277K	–	468
2024 Q4	$277K	Buy	26,394 +6,177	+31%	+$66K	0.01%	309
2024 Q3	$209K	Buy	+20,217	New	+$212K	0.01%	665

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

Summit Trail Advisors's GTM Position: Q2 2026 in Review

Summit Trail Advisors reduced its ZoomInfo Technologies (GTM) stake by 53% in Q2 2026, selling an estimated $730K and leaving 141,610 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #1274.

Summit Trail Advisors first reported a position in GTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2026. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Summit Trail Advisors held 141,610 shares of ZoomInfo Technologies worth $415K as of Q2 2026.
Summit Trail Advisors sold 162,326 ZoomInfo Technologies shares in Q2 2026, an estimated $730K.
ZoomInfo Technologies made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1274 holding.
Summit Trail Advisors first reported a position in ZoomInfo Technologies in Q3 2024 and has held it in 7 quarters since.
Summit Trail Advisors's ZoomInfo Technologies position peaked at $1.82M in Q1 2026.
332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.