CA
ZETA icon

Clearstead Advisors’s Zeta Global ZETA Stock Holding History

Clearstead 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 		$3.44K Buy
+175
New +$3.25K ﹤0.01% 2293
2026
Q1 		– Sell
-41
Closed -$835 – 2869
2025
Q4 		$835 Buy
+41
New +$766 ﹤0.01% 2248
2025
Q3 		– Sell
-7
Closed -$109 – 3269
2025
Q2 		$109 Buy
+7
New +$93 ﹤0.01% 2614
2025
Q1 		– Sell
-143
Closed -$2.57K – 2324
2024
Q4 		$2.57K Buy
+143
New +$3.61K ﹤0.01% 1814

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

Clearstead Advisors's ZETA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Zeta Global (ZETA) in Q2 2026: 175 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #2293 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ZETA as recently as Q4 2025.

Clearstead Advisors first reported a position in ZETA in Q4 2024 and has held it in 4 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Clearstead Advisors held 175 shares of Zeta Global worth $3.44K as of Q2 2026.
  • Zeta Global was a new Clearstead Advisors position in Q2 2026.
  • Zeta Global made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2293 holding.
  • Clearstead Advisors first reported a position in Zeta Global in Q4 2024 and has held it in 4 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.