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Juncture Wealth Strategies’s Zeta Global ZETA Stock Holding History

Juncture Wealth Strategies’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 		$635K Buy
32,256
+9,457
+41% +$175K 0.17% 95
2026
Q1 		$363K Sell
22,799
-2,185
-9% -$40.5K 0.12% 92
2025
Q4 		$508K Buy
24,984
+1,826
+8% +$34.1K 0.17% 73
2025
Q3 		$460K Buy
23,158
+6,702
+41% +$120K 0.15% 78
2025
Q2 		$255K Sell
16,456
-971
-6% -$12.9K 0.09% 108
2025
Q1 		$236K Sell
17,427
-3,697
-18% -$66.1K 0.09% 115
2024
Q4 		$380K Sell
21,124
-102
-0.5% -$2.58K 0.14% 88
2024
Q3 		$633K Buy
21,226
+634
+3% +$14.9K 0.25% 62
2024
Q2 		$363K Buy
+20,592
New +$302K 0.15% 76

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Juncture Wealth Strategies's ZETA Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Zeta Global (ZETA) stake by 41% in Q2 2026, buying an estimated $175K and bringing the position to 32,256 shares worth $635K. The position accounts for 0.17% of the portfolio, ranked #95.

Juncture Wealth Strategies first reported a position in ZETA in Q2 2024 and has held it in 9 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Juncture Wealth Strategies held 32,256 shares of Zeta Global worth $635K as of Q2 2026.
  • Juncture Wealth Strategies bought 9,457 Zeta Global shares in Q2 2026, an estimated $175K.
  • Zeta Global made up 0.17% of Juncture Wealth Strategies's portfolio in Q2 2026, its #95 holding.
  • Juncture Wealth Strategies first reported a position in Zeta Global in Q2 2024 and has held it in 9 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.