Lido Advisors
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Lido Advisors’s Zeta Global ZETA Stock Holding History

Lido Advisors’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 		$390K Sell
24,500
-4,000
-14% -$74.1K ﹤0.01% 1434
2025
Q4 		$580K Hold
28,500
– – ﹤0.01% 1246
2025
Q3 		$566K Buy
+28,500
New +$512K ﹤0.01% 1190

Other funds holding ZETA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Lido Advisors's ZETA Position: Q1 2026 in Review

Lido Advisors reduced its Zeta Global (ZETA) stake by 9.9% in Q1 2026, selling an estimated $3.76K and leaving 1,852 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Lido Advisors first reported a position in ZETA in Q3 2025 and has held it in 3 quarters since. The position peaked at $40.8K in Q4 2025. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Lido Advisors held 1,852 shares of Zeta Global worth $29.5K as of Q1 2026.
  • Lido Advisors sold 203 Zeta Global shares in Q1 2026, an estimated $3.76K.
  • Zeta Global made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1919 holding.
  • Lido Advisors first reported a position in Zeta Global in Q3 2025 and has held it in 3 quarters since.
  • Lido Advisors's Zeta Global position peaked at $40.8K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.