True Wealth Design’s ZoomInfo Technologies GTM Stock Holding History

True Wealth Design’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	$5.22K	Sell	1,780 -4,133	-70%	-$18.6K	﹤0.01%	1308
2026 Q1	$35.4K	Sell	5,913 -1,395	-19%	-$10.3K	0.01%	505
2025 Q4	$74.3K	Sell	7,308 -637	-8%	-$6.56K	0.02%	236
2025 Q3	$86.7K	Buy	7,945 +1,042	+15%	+$11.2K	0.03%	193
2025 Q2	$69.9K	Buy	6,903 +6,373	+1,202%	+$59K	0.02%	158
2025 Q1	$5.3K	Buy	+530	New	+$5.56K	﹤0.01%	668
2023 Q4	–	Sell	-2	Closed	-$33	–	815
2023 Q3	$33	Hold	2	–	–	﹤0.01%	762
2023 Q2	$51	Buy	2 +1	+100%	+$24	﹤0.01%	757
2023 Q1	$25	Buy	+1	New	+$26	﹤0.01%	852

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

True Wealth Design's GTM Position: Q2 2026 in Review

True Wealth Design reduced its ZoomInfo Technologies (GTM) stake by 70% in Q2 2026, selling an estimated $18.6K and leaving 1,780 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

True Wealth Design first reported a position in GTM in Q1 2023 and has held it in 9 quarters since. The position peaked at $86.7K in Q3 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

True Wealth Design held 1,780 shares of ZoomInfo Technologies worth $5.22K as of Q2 2026.
True Wealth Design sold 4,133 ZoomInfo Technologies shares in Q2 2026, an estimated $18.6K.
ZoomInfo Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1308 holding.
True Wealth Design first reported a position in ZoomInfo Technologies in Q1 2023 and has held it in 9 quarters since.
True Wealth Design's ZoomInfo Technologies position peaked at $86.7K in Q3 2025.
331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.