Badgley Phelps Wealth Managers
ZDIS icon

Badgley Phelps Wealth Managers’s Virtus Zevenbergen Discovery Growth ETF ZDIS Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio ZDIS Stock Details ZDIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$499K Buy
+8,356
New +$500K 0.01% 252

Other funds holding ZDIS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Badgley Phelps Wealth Managers's ZDIS Position: Q3 2026 in Review

Badgley Phelps Wealth Managers opened a new position in Virtus Zevenbergen Discovery Growth ETF (ZDIS) in Q3 2026: 8,356 shares worth $499K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings.

3 funds tracked by Wall St. Rank hold ZDIS as of Q3 2026.

  • Badgley Phelps Wealth Managers held 8,356 shares of Virtus Zevenbergen Discovery Growth ETF worth $499K as of Q3 2026.
  • Virtus Zevenbergen Discovery Growth ETF was a new Badgley Phelps Wealth Managers position in Q3 2026.
  • Virtus Zevenbergen Discovery Growth ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #252 holding.
  • 3 funds tracked by Wall St. Rank held Virtus Zevenbergen Discovery Growth ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.