Secure Asset Management’s Zeta Global ZETA Stock Holding History

Secure Asset 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
2026 Q2	$350K	Sell	17,773 -72,320	-80%	-$1.34M	0.05%	237
2026 Q1	$1.43M	Buy	90,093 +25,456	+39%	+$471K	0.23%	110
2025 Q4	$1.32M	Buy	64,637 +8,972	+16%	+$168K	0.21%	110
2025 Q3	$1.11M	Sell	55,665 -13,294	-19%	-$239K	0.18%	121
2025 Q2	$1.07M	Buy	68,959 +25,722	+59%	+$342K	0.2%	122
2025 Q1	$586K	Buy	43,237 +8,676	+25%	+$155K	0.12%	160
2024 Q4	$622K	Buy	+34,561	New	+$873K	0.09%	169

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

Secure Asset Management's ZETA Position: Q2 2026 in Review

Secure Asset Management reduced its Zeta Global (ZETA) stake by 80% in Q2 2026, selling an estimated $1.34M and leaving 17,773 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #237.

Secure Asset Management first reported a position in ZETA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q1 2026. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Secure Asset Management held 17,773 shares of Zeta Global worth $350K as of Q2 2026.
Secure Asset Management sold 72,320 Zeta Global shares in Q2 2026, an estimated $1.34M.
Zeta Global made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #237 holding.
Secure Asset Management first reported a position in Zeta Global in Q4 2024 and has held it in 7 quarters since.
Secure Asset Management's Zeta Global position peaked at $1.43M in Q1 2026.
417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.