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Basecamp Wealth Advisors’s Zeta Global ZETA Stock Holding History

Basecamp 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 		$8.7K Sell
442
-76
-15% -$1.41K ﹤0.01% 1042
2026
Q1 		$8.25K Buy
518
+49
+10% +$907 ﹤0.01% 1071
2025
Q4 		$9.54K Buy
+469
New +$8.76K ﹤0.01% 973

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

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

Basecamp Wealth Advisors reduced its Zeta Global (ZETA) stake by 15% in Q2 2026, selling an estimated $1.41K and leaving 442 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Basecamp Wealth Advisors first reported a position in ZETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.54K in Q4 2025. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Basecamp Wealth Advisors held 442 shares of Zeta Global worth $8.7K as of Q2 2026.
  • Basecamp Wealth Advisors sold 76 Zeta Global shares in Q2 2026, an estimated $1.41K.
  • Zeta Global made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1042 holding.
  • Basecamp Wealth Advisors first reported a position in Zeta Global in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Zeta Global position peaked at $9.54K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.