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Fourth Dimension Wealth’s Zeta Global ZETA Stock Holding History

Fourth Dimension 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
2025
Q3 		– Sell
-25
Closed -$387 – 613
2025
Q2 		$387 Hold
25
– – ﹤0.01% 572
2025
Q1 		$339 Buy
+25
New +$447 ﹤0.01% 594

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Fourth Dimension Wealth's ZETA Position: Q3 2025 in Review

Fourth Dimension Wealth sold out of Zeta Global (ZETA) in Q3 2025, closing a stake of 25 shares — an estimated $387 sold.

Fourth Dimension Wealth first reported a position in ZETA in Q1 2025 and held it in 2 quarters. The position peaked at $387 in Q2 2025. 358 funds tracked by Wall St. Rank hold ZETA as of Q3 2025.

  • Fourth Dimension Wealth reported no remaining Zeta Global position as of Q3 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 25 Zeta Global shares in Q3 2025, an estimated $387.
  • Fourth Dimension Wealth first reported a position in Zeta Global in Q1 2025 and held it in 2 quarters.
  • Fourth Dimension Wealth's Zeta Global position peaked at $387 in Q2 2025.
  • 358 funds tracked by Wall St. Rank held Zeta Global as of Q3 2025.

Based on Fourth Dimension Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.