EWA
ZETA icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return