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 Q3	–	Sell	-1,200	Closed	-$18.6K	–	154
2025 Q2	$18.6K	Buy	+1,200	New	+$15.9K	0.02%	131

Other funds holding ZETA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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.