Redwood Wealth Management Group’s Zeta Global ZETA Stock Holding History

Redwood Wealth Management Group’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 Q2	–	Sell	-63,950	Closed	-$1.02M	–	124
2026 Q1	$1.02M	Buy	63,950 +2,440	+4%	+$45.2K	0.44%	52
2025 Q4	$1.25M	Buy	61,510 +5,187	+9%	+$96.9K	0.52%	45
2025 Q3	$1.12M	Buy	56,323 +4,310	+8%	+$77.4K	0.47%	48
2025 Q2	$806K	Buy	52,013 +5,350	+11%	+$71.1K	0.36%	61
2025 Q1	$633K	Buy	46,663 +11,100	+31%	+$198K	0.32%	69
2024 Q4	$638K	Buy	+35,563	New	+$898K	0.31%	69
2024 Q3	–	Sell	-3,000	Closed	-$53K	–	1132
2024 Q2	$53K	Buy	+3,000	New	+$44K	0.04%	297

Other funds holding ZETA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Redwood Wealth Management Group's ZETA Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Zeta Global (ZETA) in Q2 2026, closing a stake of 63,950 shares — an estimated $1.02M sold.

Redwood Wealth Management Group first reported a position in ZETA in Q2 2024 and held it in 7 quarters. The position peaked at $1.25M in Q4 2025. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Redwood Wealth Management Group reported no remaining Zeta Global position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 63,950 Zeta Global shares in Q2 2026, an estimated $1.02M.
Redwood Wealth Management Group first reported a position in Zeta Global in Q2 2024 and held it in 7 quarters.
Redwood Wealth Management Group's Zeta Global position peaked at $1.25M in Q4 2025.
418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.