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Pinnacle Wealth Management’s Zeta Global ZETA Stock Holding History

Pinnacle 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
2025
Q2 		– Sell
-39,719
Closed -$539K – 68
2025
Q1 		$539K Buy
+39,719
New +$710K 0.61% 47

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Management's ZETA Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of Zeta Global (ZETA) in Q2 2025, closing a stake of 39,719 shares — an estimated $539K sold.

Pinnacle Wealth Management first reported a position in ZETA in Q1 2025 and held it in 1 quarter. The position peaked at $539K in Q1 2025. 314 funds tracked by Wall St. Rank hold ZETA as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining Zeta Global position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 39,719 Zeta Global shares in Q2 2025, an estimated $539K.
  • Pinnacle Wealth Management first reported a position in Zeta Global in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's Zeta Global position peaked at $539K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Zeta Global as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.