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Heck Capital Advisors’s Zeta Global ZETA Stock Holding History

Heck Capital 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
2025
Q2 		– Sell
-771
Closed -$10.5K – 252
2025
Q1 		$10.5K Hold
771
– – ﹤0.01% 211
2024
Q4 		$13.9K Buy
+771
New +$19.5K ﹤0.01% 216

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GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heck Capital Advisors's ZETA Position: Q2 2025 in Review

Heck Capital Advisors sold out of Zeta Global (ZETA) in Q2 2025, closing a stake of 771 shares — an estimated $10.5K sold.

Heck Capital Advisors first reported a position in ZETA in Q4 2024 and held it in 2 quarters. The position peaked at $13.9K in Q4 2024. 314 funds tracked by Wall St. Rank hold ZETA as of Q2 2025.

  • Heck Capital Advisors reported no remaining Zeta Global position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 771 Zeta Global shares in Q2 2025, an estimated $10.5K.
  • Heck Capital Advisors first reported a position in Zeta Global in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's Zeta Global position peaked at $13.9K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Zeta Global as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.