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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Arkadios Wealth Advisors's ZETA Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Zeta Global (ZETA) stake by 14% in Q1 2026, buying an estimated $36K and bringing the position to 15,416 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Arkadios Wealth Advisors first reported a position in ZETA in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Arkadios Wealth Advisors held 15,416 shares of Zeta Global worth $245K as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,946 Zeta Global shares in Q1 2026, an estimated $36K.
  • Zeta Global made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1467 holding.
  • Arkadios Wealth Advisors first reported a position in Zeta Global in Q3 2025 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's Zeta Global position peaked at $274K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.