Cerity Partners
ZETA icon

Cerity Partners’s Zeta Global ZETA Stock Holding History

Cerity Partners’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 		$1.59M Buy
80,719
+31,930
+65% +$592K ﹤0.01% 1719
2026
Q1 		$777K Buy
+48,789
New +$903K ﹤0.01% 2006
2025
Q4 		– Sell
-21,405
Closed -$425K – 3043
2025
Q3 		$425K Sell
21,405
-1,597
-7% -$28.7K ﹤0.01% 2076
2025
Q2 		$356K Buy
23,002
+6,246
+37% +$83K ﹤0.01% 2053
2025
Q1 		$227K Sell
16,756
-661
-4% -$11.8K ﹤0.01% 2156
2024
Q4 		$353K Buy
17,417
+9,186
+112% +$232K ﹤0.01% 1953
2024
Q3 		$246K Buy
+8,231
New +$194K ﹤0.01% 2200

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
BL
BWCP LP Dallas, Texas $700M AUM 41.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cerity Partners's ZETA Position: Q2 2026 in Review

Cerity Partners increased its Zeta Global (ZETA) stake by 65% in Q2 2026, buying an estimated $592K and bringing the position to 80,719 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Cerity Partners first reported a position in ZETA in Q3 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Cerity Partners held 80,719 shares of Zeta Global worth $1.59M as of Q2 2026.
  • Cerity Partners bought 31,930 Zeta Global shares in Q2 2026, an estimated $592K.
  • Zeta Global made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1719 holding.
  • Cerity Partners first reported a position in Zeta Global in Q3 2024 and has held it in 7 quarters since.
  • 351 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.