SWM
ZETA icon

SHP Wealth Management’s Zeta Global ZETA Stock Holding History

SHP 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
2026
Q1 		$2.29K Hold
144
– – ﹤0.01% 1252
2025
Q4 		$2.92K Buy
+144
New +$2.69K ﹤0.01% 1070

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

SHP Wealth Management's ZETA Position: Q1 2026 in Review

SHP Wealth Management held its Zeta Global (ZETA) position steady in Q1 2026 at 144 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

SHP Wealth Management first reported a position in ZETA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.92K in Q4 2025. 399 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • SHP Wealth Management held 144 shares of Zeta Global worth $2.29K as of Q1 2026.
  • SHP Wealth Management left its Zeta Global share count unchanged in Q1 2026.
  • Zeta Global made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1252 holding.
  • SHP Wealth Management first reported a position in Zeta Global in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Zeta Global position peaked at $2.92K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.