Left Brain Wealth Management’s Zeta Global ZETA Stock Holding History

Left Brain 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 Q4	–	Sell	-25,800	Closed	-$513K	–	108
2025 Q3	$513K	Buy	25,800 +10,000	+63%	+$180K	0.16%	72
2025 Q2	$245K	Buy	+15,800	New	+$210K	0.09%	86
2025 Q1	–	Sell	-22,600	Closed	-$407K	–	105
2024 Q4	$407K	Buy	+22,600	New	+$571K	0.15%	70
2023 Q4	–	Sell	-353,347	Closed	-$2.95M	–	85
2023 Q3	$2.95M	Sell	353,347 -11,350	-3%	-$93.6K	1.84%	20
2023 Q2	$3.11M	Sell	364,697 -9,826	-3%	-$89.9K	1.9%	19
2023 Q1	$3.64M	Buy	374,523 +23,760	+7%	+$229K	2.47%	12
2022 Q4	$2.87M	Buy	+350,763	New	+$2.84M	2.14%	16

Other funds holding ZETA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Left Brain Wealth Management's ZETA Position: Q4 2025 in Review

Left Brain Wealth Management sold out of Zeta Global (ZETA) in Q4 2025, closing a stake of 25,800 shares — an estimated $513K sold.

Left Brain Wealth Management first reported a position in ZETA in Q4 2022 and held it in 7 quarters. The position peaked at $3.64M in Q1 2023. 387 funds tracked by Wall St. Rank hold ZETA as of Q4 2025.

Left Brain Wealth Management reported no remaining Zeta Global position as of Q4 2025 after selling out during the quarter.
Left Brain Wealth Management sold 25,800 Zeta Global shares in Q4 2025, an estimated $513K.
Left Brain Wealth Management first reported a position in Zeta Global in Q4 2022 and held it in 7 quarters.
Left Brain Wealth Management's Zeta Global position peaked at $3.64M in Q1 2023.
387 funds tracked by Wall St. Rank held Zeta Global as of Q4 2025.

Based on Left Brain Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.