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
2024
Q3 		– Sell
-55,225
Closed -$3.43M – 2041
2024
Q2 		$3.43M Buy
+55,225
New +$773K ﹤0.01% 1400

Other funds holding GTM

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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. 332 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.
  • 332 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.