Morgan Stanley
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Morgan Stanley’s Zeta Global ZETA Stock Holding History

Morgan Stanley’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 		$53M Buy
2,694,386
+481,545
+22% +$8.93M ﹤0.01% 2166
2026
Q1 		$35.2M Buy
2,212,841
+746,288
+51% +$13.8M ﹤0.01% 2447
2025
Q4 		$29.8M Buy
1,466,553
+406,893
+38% +$7.6M ﹤0.01% 2572
2025
Q3 		$21.1M Sell
1,059,660
-229,744
-18% -$4.13M ﹤0.01% 2844
2025
Q2 		$20M Buy
1,289,404
+381,396
+42% +$5.07M ﹤0.01% 2807
2025
Q1 		$12.3M Sell
908,008
-2,099,308
-70% -$37.5M ﹤0.01% 3153
2024
Q4 		$54.1M Buy
3,007,316
+674,867
+29% +$17M ﹤0.01% 1771
2024
Q3 		$69.6M Buy
2,332,449
+51,222
+2% +$1.21M 0.01% 1540
2024
Q2 		$40.3M Buy
2,281,227
+1,739,619
+321% +$25.5M ﹤0.01% 1962
2024
Q1 		$5.92M Sell
541,608
-251,445
-32% -$2.51M ﹤0.01% 3787
2023
Q4 		$6.99M Buy
793,053
+216,625
+38% +$1.82M ﹤0.01% 3648
2023
Q3 		$4.81M Buy
576,428
+135,816
+31% +$1.12M ﹤0.01% 3770
2023
Q2 		$3.76M Buy
440,612
+1,807
+0.4% +$16.5K ﹤0.01% 3973
2023
Q1 		$4.75M Buy
438,805
+300,849
+218% +$2.9M ﹤0.01% 3826
2022
Q4 		$1.13M Buy
137,956
+11,785
+9% +$95.5K ﹤0.01% 4812
2022
Q3 		$835K Sell
126,171
-31,399
-20% -$194K ﹤0.01% 4984
2022
Q2 		$711K Buy
157,570
+135,322
+608% +$1.19M ﹤0.01% 5229
2022
Q1 		$284K Buy
22,248
+13,179
+145% +$134K ﹤0.01% 5722
2021
Q4 		$76K Sell
9,069
-1,778
-16% -$14.9K ﹤0.01% 6598
2021
Q3 		$63K Sell
10,847
-10,330
-49% -$65.9K ﹤0.01% 6613
2021
Q2 		$178K Buy
+21,177
New +$179K ﹤0.01% 6073

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's ZETA Position: Q2 2026 in Review

Morgan Stanley increased its Zeta Global (ZETA) stake by 22% in Q2 2026, buying an estimated $8.93M and bringing the position to 2,694,386 shares worth $53M. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Morgan Stanley first reported a position in ZETA in Q2 2021 and has held it in 21 quarters since. The position peaked at $69.6M in Q3 2024. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Morgan Stanley held 2,694,386 shares of Zeta Global worth $53M as of Q2 2026.
  • Morgan Stanley bought 481,545 Zeta Global shares in Q2 2026, an estimated $8.93M.
  • Zeta Global made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2166 holding.
  • Morgan Stanley first reported a position in Zeta Global in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Zeta Global position peaked at $69.6M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.