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Petros Family Wealth’s Zeta Global ZETA Stock Holding History

Petros Family Wealth’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
2025
Q4 		– Sell
-16,206
Closed -$322K – 175
2025
Q3 		$322K Buy
16,206
+3,505
+28% +$62.9K 0.27% 94
2025
Q2 		$197K Buy
+12,701
New +$169K 0.18% 125

Other funds holding ZETA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

Petros Family Wealth's ZETA Position: Q4 2025 in Review

Petros Family Wealth sold out of Zeta Global (ZETA) in Q4 2025, closing a stake of 16,206 shares — an estimated $322K sold.

Petros Family Wealth first reported a position in ZETA in Q2 2025 and held it in 2 quarters. The position peaked at $322K in Q3 2025. 387 funds tracked by Wall St. Rank hold ZETA as of Q4 2025.

  • Petros Family Wealth reported no remaining Zeta Global position as of Q4 2025 after selling out during the quarter.
  • Petros Family Wealth sold 16,206 Zeta Global shares in Q4 2025, an estimated $322K.
  • Petros Family Wealth first reported a position in Zeta Global in Q2 2025 and held it in 2 quarters.
  • Petros Family Wealth's Zeta Global position peaked at $322K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held Zeta Global as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.