Stephens Consulting’s Zeta Global ZETA Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-50	Closed	-$678	–	2042
2025 Q1	$678	Buy	+50	New	+$893	﹤0.01%	841

Other funds holding ZETA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Consulting's ZETA Position: Q2 2025 in Review

Stephens Consulting sold out of Zeta Global (ZETA) in Q2 2025, closing a stake of 50 shares — an estimated $678 sold.

Stephens Consulting first reported a position in ZETA in Q1 2025 and held it in 1 quarter. The position peaked at $678 in Q1 2025. 314 funds tracked by Wall St. Rank hold ZETA as of Q2 2025.

Stephens Consulting reported no remaining Zeta Global position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 50 Zeta Global shares in Q2 2025, an estimated $678.
Stephens Consulting first reported a position in Zeta Global in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Zeta Global position peaked at $678 in Q1 2025.
314 funds tracked by Wall St. Rank held Zeta Global as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.