BBPWM
ZETA icon

Blue Bell Private Wealth Management’s Zeta Global ZETA Stock Holding History

Blue Bell Private Wealth Management’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
2025
Q2 		– Sell
-101
Closed -$1.37K – 763
2025
Q1 		$1.37K Buy
+101
New +$1.8K ﹤0.01% 646

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blue Bell Private Wealth Management's ZETA Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Zeta Global (ZETA) in Q2 2025, closing a stake of 101 shares — an estimated $1.37K sold.

Blue Bell Private Wealth Management first reported a position in ZETA in Q1 2025 and held it in 1 quarter. The position peaked at $1.37K in Q1 2025. 315 funds tracked by Wall St. Rank hold ZETA as of Q2 2025.

  • Blue Bell Private Wealth Management reported no remaining Zeta Global position as of Q2 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 101 Zeta Global shares in Q2 2025, an estimated $1.37K.
  • Blue Bell Private Wealth Management first reported a position in Zeta Global in Q1 2025 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Zeta Global position peaked at $1.37K in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Zeta Global as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.