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Arkadios Wealth Advisors’s Zeta Global ZETA Stock Holding History

Arkadios Wealth Advisors’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Buy
24,156
+8,740
+57% +$162K 0.01% 1151
2026
Q1 		$245K Buy
15,416
+1,946
+14% +$36K ﹤0.01% 1467
2025
Q4 		$274K Buy
13,470
+2,518
+23% +$47K 0.01% 1288
2025
Q3 		$218K Buy
+10,952
New +$197K 0.01% 1325

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arkadios Wealth Advisors's ZETA Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Zeta Global (ZETA) stake by 57% in Q2 2026, buying an estimated $162K and bringing the position to 24,156 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #1151.

Arkadios Wealth Advisors first reported a position in ZETA in Q3 2025 and has held it in 4 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Arkadios Wealth Advisors held 24,156 shares of Zeta Global worth $475K as of Q2 2026.
  • Arkadios Wealth Advisors bought 8,740 Zeta Global shares in Q2 2026, an estimated $162K.
  • Zeta Global made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1151 holding.
  • Arkadios Wealth Advisors first reported a position in Zeta Global in Q3 2025 and has held it in 4 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.