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Fortis Group Advisors’s Zeta Global ZETA Stock Holding History

Fortis Group 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 		$1.28M Sell
65,179
-17,625
-21% -$327K 0.2% 117
2026
Q1 		$1.53M Sell
82,804
-4,561
-5% -$84.4K 0.25% 105
2025
Q4 		$1.62M Buy
87,365
+15,194
+21% +$284K 0.27% 102
2025
Q3 		$1.3M Buy
+72,171
New +$1.3M 0.22% 104

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

Fortis Group Advisors's ZETA Position: Q2 2026 in Review

Fortis Group Advisors reduced its Zeta Global (ZETA) stake by 21% in Q2 2026, selling an estimated $327K and leaving 65,179 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #117.

Fortis Group Advisors first reported a position in ZETA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q4 2025. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Fortis Group Advisors held 65,179 shares of Zeta Global worth $1.28M as of Q2 2026.
  • Fortis Group Advisors sold 17,625 Zeta Global shares in Q2 2026, an estimated $327K.
  • Zeta Global made up 0.2% of Fortis Group Advisors's portfolio in Q2 2026, its #117 holding.
  • Fortis Group Advisors first reported a position in Zeta Global in Q3 2025 and has held it in 4 quarters since.
  • Fortis Group Advisors's Zeta Global position peaked at $1.62M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

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