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Plante Moran Financial Advisors’s Zeta Global ZETA Stock Holding History

Plante Moran Financial Advisors’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 		– Sell
-55
Closed -$1.12K – 871
2025
Q4 		$1.12K Buy
+55
New +$1.03K ﹤0.01% 740

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

Plante Moran Financial Advisors's ZETA Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Zeta Global (ZETA) in Q1 2026, closing a stake of 55 shares — an estimated $1.12K sold.

Plante Moran Financial Advisors first reported a position in ZETA in Q4 2025 and held it in 1 quarter. The position peaked at $1.12K in Q4 2025. 399 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Zeta Global position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 55 Zeta Global shares in Q1 2026, an estimated $1.12K.
  • Plante Moran Financial Advisors first reported a position in Zeta Global in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Zeta Global position peaked at $1.12K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.