Cassaday & Co Wealth Management’s Zeta Global ZETA Stock Holding History

Cassaday & Co 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
2026 Q1	$6.05K	Buy	+380	New	+$7.04K	﹤0.01%	946

Other funds holding ZETA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Cassaday & Co Wealth Management's ZETA Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Zeta Global (ZETA) in Q1 2026: 380 shares worth $6.05K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

Cassaday & Co Wealth Management held 380 shares of Zeta Global worth $6.05K as of Q1 2026.
Zeta Global was a new Cassaday & Co Wealth Management position in Q1 2026.
Zeta Global made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #946 holding.
398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.