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Investment Research & Advisory Group’s Zeta Global ZETA Stock Holding History

Investment Research & Advisory Group’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 		– Sell
-4,433
Closed -$90.2K – 297
2025
Q4 		$90.2K Hold
4,433
– – 0.03% 97
2025
Q3 		$88.1K Hold
4,433
– – 0.03% 101
2025
Q2 		$68.7K Sell
4,433
-7,547
-63% -$100K 0.03% 101
2025
Q1 		$162K Hold
11,980
– – 0.07% 76
2024
Q4 		$216K Hold
11,980
– – 0.09% 64
2024
Q3 		$357K Hold
11,980
– – 0.15% 57
2024
Q2 		$211K Hold
11,980
– – 0.09% 62
2024
Q1 		$131K Sell
11,980
-10,150
-46% -$101K 0.06% 72
2023
Q4 		$195K Hold
22,130
– – 0.1% 64
2023
Q3 		$185K Hold
22,130
– – 0.1% 63
2023
Q2 		$189K Hold
22,130
– – 0.11% 62
2023
Q1 		$240K Sell
22,130
-22,131
-50% -$213K 0.15% 59
2022
Q4 		$362K Sell
44,261
-2
-0% -$16 0.24% 52
2022
Q3 		$293K Buy
+44,263
New +$273K 0.22% 55

Other funds holding ZETA

BlackRock
BlackRock New York $5.72T 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 $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
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Investment Research & Advisory Group's ZETA Position: Q1 2026 in Review

Investment Research & Advisory Group sold out of Zeta Global (ZETA) in Q1 2026, closing a stake of 4,433 shares — an estimated $90.2K sold.

Investment Research & Advisory Group first reported a position in ZETA in Q3 2022 and held it in 14 quarters. The position peaked at $362K in Q4 2022. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Investment Research & Advisory Group reported no remaining Zeta Global position as of Q1 2026 after selling out during the quarter.
  • Investment Research & Advisory Group sold 4,433 Zeta Global shares in Q1 2026, an estimated $90.2K.
  • Investment Research & Advisory Group first reported a position in Zeta Global in Q3 2022 and held it in 14 quarters.
  • Investment Research & Advisory Group's Zeta Global position peaked at $362K in Q4 2022.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.