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Leo Wealth LLC’s Zeta Global ZETA Stock Holding History

Leo Wealth LLC’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 		$517K Sell
32,469
-765
-2% -$14.2K 0.04% 260
2025
Q4 		$676K Buy
+33,234
New +$621K 0.05% 221

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
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Leo Wealth LLC's ZETA Position: Q1 2026 in Review

Leo Wealth LLC reduced its Zeta Global (ZETA) stake by 2.3% in Q1 2026, selling an estimated $14.2K and leaving 32,469 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #260.

Leo Wealth LLC first reported a position in ZETA in Q4 2025 and has held it in 2 quarters since. The position peaked at $676K in Q4 2025. 400 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Leo Wealth LLC held 32,469 shares of Zeta Global worth $517K as of Q1 2026.
  • Leo Wealth LLC sold 765 Zeta Global shares in Q1 2026, an estimated $14.2K.
  • Zeta Global made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #260 holding.
  • Leo Wealth LLC first reported a position in Zeta Global in Q4 2025 and has held it in 2 quarters since.
  • Leo Wealth LLC's Zeta Global position peaked at $676K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.