Handelsbanken Fonder

Handelsbanken Fonder’s Zeta Global ZETA Stock Holding History

Handelsbanken Fonder’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	$1.35M	Buy	68,800 +12,100	+21%	+$224K	﹤0.01%	992
2026 Q1	$903K	Buy	+56,700	New	+$1.05M	﹤0.01%	1084
2025 Q4	–	Sell	-57,000	Closed	-$1.13M	–	1566
2025 Q3	$1.13M	Buy	57,000 +9,600	+20%	+$172K	﹤0.01%	959
2025 Q2	$734K	Hold	47,400	–	–	﹤0.01%	1082
2025 Q1	$643K	Buy	47,400 +9,100	+24%	+$163K	﹤0.01%	1140
2024 Q4	$689K	Sell	38,300 -900	-2%	-$22.7K	﹤0.01%	1161
2024 Q3	$1.17M	Buy	39,200 +10,200	+35%	+$240K	﹤0.01%	881
2024 Q2	$512K	Hold	29,000	–	–	﹤0.01%	1147
2024 Q1	$317K	Hold	29,000	–	–	﹤0.01%	1365
2023 Q4	$256K	Sell	29,000 -2,200	-7%	-$18.5K	﹤0.01%	1446
2023 Q3	$261K	Hold	31,200	–	–	﹤0.01%	1362
2023 Q2	$266K	Buy	31,200 +2,700	+9%	+$24.7K	﹤0.01%	1391
2023 Q1	$309K	Hold	28,500	–	–	﹤0.01%	1273
2022 Q4	$233K	Buy	28,500 +14,800	+108%	+$120K	﹤0.01%	1373
2022 Q3	$91K	Hold	13,700	–	–	﹤0.01%	1531
2022 Q2	$62K	Buy	+13,700	New	+$120K	﹤0.01%	1603

Other funds holding ZETA

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Generali Investments Management Ljubljana, Slovenia $460M AUM 29.43% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return