Morgan Stanley
ZETA icon

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
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
-1,044,498
-66% -$10.4M ﹤0.01% 3787
2023
Q4 		$14M Buy
1,586,106
+1,009,678
+175% +$8.47M ﹤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 $5.7T 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 $761B 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