Means Investment Company’s Zeta Global ZETA Stock Holding History

Means Investment Company’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 Q2	$253K	Sell	12,851 -777	-6%	-$14.4K	0.02%	176
2026 Q1	$217K	Sell	13,628 -1,000	-7%	-$18.5K	0.02%	187
2025 Q4	$298K	Hold	14,628	–	–	0.03%	159
2025 Q3	$291K	Hold	14,628	–	–	0.03%	163
2025 Q2	$227K	Hold	14,628	–	–	0.02%	184
2025 Q1	$198K	Hold	14,628	–	–	0.02%	190
2024 Q4	$263K	Hold	14,628	–	–	0.03%	177
2024 Q3	$436K	Sell	14,628 -6,914	-32%	-$163K	0.05%	133
2024 Q2	$380K	Hold	21,542	–	–	0.05%	141
2024 Q1	$235K	Hold	21,542	–	–	0.03%	184
2023 Q4	$190K	Hold	21,542	–	–	0.03%	191
2023 Q3	$180K	Hold	21,542	–	–	0.03%	190
2023 Q2	$184K	Hold	21,542	–	–	0.03%	196
2023 Q1	$233K	Hold	21,542	–	–	0.04%	176
2022 Q4	$176K	Hold	21,542	–	–	0.04%	190
2022 Q3	$142K	Hold	21,542	–	–	0.03%	186
2022 Q2	$97K	Hold	21,542	–	–	0.02%	188
2022 Q1	$275K	Buy	21,542 +272	+1%	+$2.76K	0.05%	165
2021 Q4	$179K	Hold	21,270	–	–	0.03%	193
2021 Q3	$125K	Buy	+21,270	New	+$136K	0.02%	183

Other funds holding ZETA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Means Investment Company's ZETA Position: Q2 2026 in Review

Means Investment Company reduced its Zeta Global (ZETA) stake by 5.7% in Q2 2026, selling an estimated $14.4K and leaving 12,851 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #176.

Means Investment Company first reported a position in ZETA in Q3 2021 and has held it in 20 quarters since. The position peaked at $436K in Q3 2024. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Means Investment Company held 12,851 shares of Zeta Global worth $253K as of Q2 2026.
Means Investment Company sold 777 Zeta Global shares in Q2 2026, an estimated $14.4K.
Zeta Global made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #176 holding.
Means Investment Company first reported a position in Zeta Global in Q3 2021 and has held it in 20 quarters since.
Means Investment Company's Zeta Global position peaked at $436K in Q3 2024.
418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.