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Diversify Advisory Services’s Zeta Global ZETA Stock Holding History

Diversify Advisory Services’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
Q3 		– Sell
-106,882
Closed -$1.98M – 921
2025
Q2 		$1.98M Buy
+106,882
New +$1.42M 0.08% 188

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CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversify Advisory Services's ZETA Position: Q3 2025 in Review

Diversify Advisory Services sold out of Zeta Global (ZETA) in Q3 2025, closing a stake of 106,882 shares — an estimated $1.98M sold.

Diversify Advisory Services first reported a position in ZETA in Q2 2025 and held it in 1 quarter. The position peaked at $1.98M in Q2 2025. 358 funds tracked by Wall St. Rank hold ZETA as of Q3 2025.

  • Diversify Advisory Services reported no remaining Zeta Global position as of Q3 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 106,882 Zeta Global shares in Q3 2025, an estimated $1.98M.
  • Diversify Advisory Services first reported a position in Zeta Global in Q2 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Zeta Global position peaked at $1.98M in Q2 2025.
  • 358 funds tracked by Wall St. Rank held Zeta Global as of Q3 2025.

Based on Diversify Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.