J.W. Cole Advisors’s Zeta Global ZETA Stock Holding History

J.W. Cole 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 Q1	–	Sell	-39,274	Closed	-$178K	–	1501
2025 Q4	$178K	Buy	+39,274	New	+$734K	﹤0.01%	1320

Other funds holding ZETA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

J.W. Cole Advisors's ZETA Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Zeta Global (ZETA) in Q1 2026, closing a stake of 39,274 shares — an estimated $178K sold.

J.W. Cole Advisors first reported a position in ZETA in Q4 2025 and held it in 1 quarter. The position peaked at $178K in Q4 2025. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

J.W. Cole Advisors reported no remaining Zeta Global position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 39,274 Zeta Global shares in Q1 2026, an estimated $178K.
J.W. Cole Advisors first reported a position in Zeta Global in Q4 2025 and held it in 1 quarter.
J.W. Cole Advisors's Zeta Global position peaked at $178K in Q4 2025.
398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.