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Axim Planning & Wealth’s Zeta Global ZETA Stock Holding History

Axim Planning & Wealth’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 		$387K Sell
19,688
-3,608
-15% -$66.9K 0.54% 45
2026
Q1 		$371K Buy
+23,296
New +$431K 0.45% 46

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

Axim Planning & Wealth's ZETA Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Zeta Global (ZETA) stake by 15% in Q2 2026, selling an estimated $66.9K and leaving 19,688 shares worth $387K. The position accounts for 0.54% of the portfolio, ranked #45.

Axim Planning & Wealth first reported a position in ZETA in Q1 2026 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Axim Planning & Wealth held 19,688 shares of Zeta Global worth $387K as of Q2 2026.
  • Axim Planning & Wealth sold 3,608 Zeta Global shares in Q2 2026, an estimated $66.9K.
  • Zeta Global made up 0.54% of Axim Planning & Wealth's portfolio in Q2 2026, its #45 holding.
  • Axim Planning & Wealth first reported a position in Zeta Global in Q1 2026 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.