M Holdings Securities’s Zeta Global ZETA Stock Holding History

M Holdings Securities’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	–	Sell	-10,359	Closed	-$211K	–	318
2025 Q4	$211K	Buy	+10,359	New	+$194K	0.02%	294

Other funds holding ZETA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

M Holdings Securities's ZETA Position: Q1 2026 in Review

M Holdings Securities sold out of Zeta Global (ZETA) in Q1 2026, closing a stake of 10,359 shares — an estimated $211K sold.

M Holdings Securities first reported a position in ZETA in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

M Holdings Securities reported no remaining Zeta Global position as of Q1 2026 after selling out during the quarter.
M Holdings Securities sold 10,359 Zeta Global shares in Q1 2026, an estimated $211K.
M Holdings Securities first reported a position in Zeta Global in Q4 2025 and held it in 1 quarter.
M Holdings Securities's Zeta Global position peaked at $211K in Q4 2025.
398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.