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MinichMacGregor Wealth Management’s Zeta Global ZETA Stock Holding History

MinichMacGregor 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
2026
Q1 		– Sell
-264,812
Closed -$5.39M – 162
2025
Q4 		$5.39M Buy
+264,812
New +$4.95M 0.98% 39

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

MinichMacGregor Wealth Management's ZETA Position: Q1 2026 in Review

MinichMacGregor Wealth Management sold out of Zeta Global (ZETA) in Q1 2026, closing a stake of 264,812 shares — an estimated $5.39M sold.

MinichMacGregor Wealth Management first reported a position in ZETA in Q4 2025 and held it in 1 quarter. The position peaked at $5.39M in Q4 2025. 400 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • MinichMacGregor Wealth Management reported no remaining Zeta Global position as of Q1 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 264,812 Zeta Global shares in Q1 2026, an estimated $5.39M.
  • MinichMacGregor Wealth Management first reported a position in Zeta Global in Q4 2025 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Zeta Global position peaked at $5.39M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.