Wellington Management Group
GTM

Wellington Management Group’s ZoomInfo Technologies GTM Stock Holding History

Wellington Management Group’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 		– Sell
-98,798
Closed -$591K – 2087
2026
Q1 		$591K Buy
+98,798
New +$727K ﹤0.01% 1758
2024
Q4 		– Sell
-1,730,961
Closed -$17.9M – 2048
2024
Q3 		$17.9M Sell
1,730,961
-1,626,724
-48% -$17M ﹤0.01% 988
2024
Q2 		$42.9M Sell
3,357,685
-3,927,138
-54% -$54.9M 0.01% 740
2024
Q1 		$117M Sell
7,284,823
-17,812,713
-71% -$290M 0.02% 515
2023
Q4 		$464M Sell
25,097,536
-4,473,368
-15% -$70.1M 0.09% 225
2023
Q3 		$485M Buy
29,570,904
+586,623
+2% +$12M 0.1% 211
2023
Q2 		$736M Buy
28,984,281
+10,532,281
+57% +$249M 0.14% 157
2023
Q1 		$456M Sell
18,452,000
-6,593,153
-26% -$169M 0.09% 218
2022
Q4 		$754M Buy
25,045,153
+9,356,679
+60% +$323M 0.15% 149
2022
Q3 		$654M Buy
15,688,474
+2,498,567
+19% +$106M 0.14% 154
2022
Q2 		$438M Sell
13,189,907
-358,580
-3% -$15.8M 0.09% 213
2022
Q1 		$809M Sell
13,548,487
-49,899
-0.4% -$2.68M 0.14% 158
2021
Q4 		$873M Buy
13,598,386
+3,017,142
+29% +$202M 0.14% 154
2021
Q3 		$647M Buy
10,581,244
+998,883
+10% +$59.7M 0.11% 188
2021
Q2 		$500M Buy
9,582,361
+2,946,296
+44% +$138M 0.08% 235
2021
Q1 		$325M Buy
6,636,065
+1,641,690
+33% +$82.5M 0.06% 314
2020
Q4 		$241M Buy
4,994,375
+1,436,178
+40% +$61.9M 0.04% 369
2020
Q3 		$153M Buy
3,558,197
+3,481,619
+4,547% +$137M 0.03% 433
2020
Q2 		$3.91M Buy
+76,578
New +$3.66M ﹤0.01% 1257

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

Wellington Management Group's GTM Position: Q2 2026 in Review

Wellington Management Group sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 98,798 shares — an estimated $591K sold.

Wellington Management Group first reported a position in GTM in Q2 2020 and held it in 19 quarters. The position peaked at $873M in Q4 2021. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Wellington Management Group reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 98,798 ZoomInfo Technologies shares in Q2 2026, an estimated $591K.
  • Wellington Management Group first reported a position in ZoomInfo Technologies in Q2 2020 and held it in 19 quarters.
  • Wellington Management Group's ZoomInfo Technologies position peaked at $873M in Q4 2021.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.