Kovitz Investment Group Partners
ZETA icon

Kovitz Investment Group Partners’s Zeta Global ZETA Stock Holding History

Kovitz Investment Group Partners’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 		$1.81M Hold
92,020
– – 0.04% 245
2026
Q1 		$1.46M Hold
92,020
– – 0.03% 268
2025
Q4 		$1.87M Hold
92,020
– – 0.04% 241
2025
Q3 		$1.83M Sell
92,020
-13,072
-12% -$235K 0.01% 687
2025
Q2 		$1.63M Sell
105,092
-9
-0% -$120 0.01% 689
2025
Q1 		$1.43M Buy
+105,101
New +$1.88M 0.01% 647

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 $3.38T AUM 44.17% 1-Year Est. Return

Kovitz Investment Group Partners's ZETA Position: Q2 2026 in Review

Kovitz Investment Group Partners held its Zeta Global (ZETA) position steady in Q2 2026 at 92,020 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #245.

Kovitz Investment Group Partners first reported a position in ZETA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2025. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Kovitz Investment Group Partners held 92,020 shares of Zeta Global worth $1.81M as of Q2 2026.
  • Kovitz Investment Group Partners left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #245 holding.
  • Kovitz Investment Group Partners first reported a position in Zeta Global in Q1 2025 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Zeta Global position peaked at $1.87M in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.