Corient Private Wealth
ZETA icon

Corient Private Wealth’s Zeta Global ZETA Stock Holding History

Corient Private Wealth’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 		$4.87M Buy
247,455
+230,888
+1,394% +$4.28M 0.01% 918
2026
Q1 		$264K Buy
+16,567
New +$307K ﹤0.01% 2388
2024
Q4 		– Sell
-7,811
Closed -$233K – 2561
2024
Q3 		$233K Buy
+7,811
New +$184K ﹤0.01% 2146

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

Corient Private Wealth's ZETA Position: Q2 2026 in Review

Corient Private Wealth increased its Zeta Global (ZETA) stake by 1,394% in Q2 2026, buying an estimated $4.28M and bringing the position to 247,455 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #918.

Corient Private Wealth first reported a position in ZETA in Q3 2024 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Corient Private Wealth held 247,455 shares of Zeta Global worth $4.87M as of Q2 2026.
  • Corient Private Wealth bought 230,888 Zeta Global shares in Q2 2026, an estimated $4.28M.
  • Zeta Global made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #918 holding.
  • Corient Private Wealth first reported a position in Zeta Global in Q3 2024 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.