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EverSource Wealth Advisors’s Zeta Global ZETA Stock Holding History

EverSource Wealth 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 		$35.1K Sell
1,783
-312
-15% -$5.79K ﹤0.01% 2016
2026
Q1 		$33.4K Buy
2,095
+1,406
+204% +$26K ﹤0.01% 2184
2025
Q4 		$14K Buy
689
+62
+10% +$1.16K ﹤0.01% 2615
2025
Q3 		$12.5K Buy
627
+73
+13% +$1.31K ﹤0.01% 2692
2025
Q2 		$8.58K Buy
554
+418
+307% +$5.55K ﹤0.01% 2899
2025
Q1 		$1.84K Buy
136
+53
+64% +$947 ﹤0.01% 2960
2024
Q4 		$1.49K Sell
83
-36
-30% -$909 ﹤0.01% 2829
2024
Q3 		$3.55K Buy
119
+61
+105% +$1.44K ﹤0.01% 2355
2024
Q2 		$1.24K Buy
+58
New +$851 ﹤0.01% 2689

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 $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's ZETA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Zeta Global (ZETA) stake by 15% in Q2 2026, selling an estimated $5.79K and leaving 1,783 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

EverSource Wealth Advisors first reported a position in ZETA in Q2 2024 and has held it in 9 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • EverSource Wealth Advisors held 1,783 shares of Zeta Global worth $35.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 312 Zeta Global shares in Q2 2026, an estimated $5.79K.
  • Zeta Global made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2016 holding.
  • EverSource Wealth Advisors first reported a position in Zeta Global in Q2 2024 and has held it in 9 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.