LHWM
ZETA icon

Lake Hills Wealth Management’s Zeta Global ZETA Stock Holding History

Lake Hills Wealth Management’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
Q3 		– Sell
-26,142
Closed -$405K – 65
2025
Q2 		$405K Buy
+26,142
New +$347K 0.23% 40

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lake Hills Wealth Management's ZETA Position: Q3 2025 in Review

Lake Hills Wealth Management sold out of Zeta Global (ZETA) in Q3 2025, closing a stake of 26,142 shares — an estimated $405K sold.

Lake Hills Wealth Management first reported a position in ZETA in Q2 2025 and held it in 1 quarter. The position peaked at $405K in Q2 2025. 358 funds tracked by Wall St. Rank hold ZETA as of Q3 2025.

  • Lake Hills Wealth Management reported no remaining Zeta Global position as of Q3 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 26,142 Zeta Global shares in Q3 2025, an estimated $405K.
  • Lake Hills Wealth Management first reported a position in Zeta Global in Q2 2025 and held it in 1 quarter.
  • Lake Hills Wealth Management's Zeta Global position peaked at $405K in Q2 2025.
  • 358 funds tracked by Wall St. Rank held Zeta Global as of Q3 2025.

Based on Lake Hills Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.