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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
Q2 		$2.83K Hold
144
– – ﹤0.01% 1298
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHP Wealth Management's ZETA Position: Q2 2026 in Review

SHP Wealth Management held its Zeta Global (ZETA) position steady in Q2 2026 at 144 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

SHP Wealth Management first reported a position in ZETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.92K in Q4 2025. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • SHP Wealth Management held 144 shares of Zeta Global worth $2.83K as of Q2 2026.
  • SHP Wealth Management left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1298 holding.
  • SHP Wealth Management first reported a position in Zeta Global in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Zeta Global position peaked at $2.92K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.