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Bell Investment Advisors’s Zeta Global ZETA Stock Holding History

Bell Investment 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 		$847 Sell
43
-29
-40% -$538 ﹤0.01% 1578
2026
Q1 		$1.15K Buy
72
+29
+67% +$537 ﹤0.01% 1511
2025
Q4 		$876 Hold
43
– – ﹤0.01% 1573
2025
Q3 		$855 Sell
43
-23
-35% -$413 ﹤0.01% 1597
2025
Q2 		$1.02K Buy
66
+8
+14% +$106 ﹤0.01% 1578
2025
Q1 		$787 Hold
58
– – ﹤0.01% 1632
2024
Q4 		$1.04K Buy
58
+23
+66% +$581 ﹤0.01% 1568
2024
Q3 		$1.04K Hold
35
– – ﹤0.01% 1574
2024
Q2 		$618 Buy
+35
New +$513 ﹤0.01% 1742

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 $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's ZETA Position: Q2 2026 in Review

Bell Investment Advisors reduced its Zeta Global (ZETA) stake by 40% in Q2 2026, selling an estimated $538 and leaving 43 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Bell Investment Advisors first reported a position in ZETA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15K in Q1 2026. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Bell Investment Advisors held 43 shares of Zeta Global worth $847 as of Q2 2026.
  • Bell Investment Advisors sold 29 Zeta Global shares in Q2 2026, an estimated $538.
  • Zeta Global made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1578 holding.
  • Bell Investment Advisors first reported a position in Zeta Global in Q2 2024 and has held it in 9 quarters since.
  • Bell Investment Advisors's Zeta Global position peaked at $1.15K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.