Steward Partners Investment Advisory
ZETA icon

Steward Partners Investment Advisory’s Zeta Global ZETA Stock Holding History

Steward Partners Investment Advisory’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 		$408K Buy
20,730
+5,895
+40% +$109K ﹤0.01% 1818
2026
Q1 		$236K Sell
14,835
-1,500
-9% -$27.8K ﹤0.01% 1930
2025
Q4 		$332K Sell
16,335
-2,892
-15% -$54K ﹤0.01% 1655
2025
Q3 		$382K Buy
19,227
+18,577
+2,858% +$334K ﹤0.01% 1518
2025
Q2 		$10.1K Sell
650
-4,043
-86% -$53.7K ﹤0.01% 3213
2025
Q1 		$63.6K Buy
4,693
+4,543
+3,029% +$81.2K ﹤0.01% 2253
2024
Q4 		$2.7K Buy
150
+50
+50% +$1.26K ﹤0.01% 3562
2024
Q3 		$2.98K Hold
100
– – ﹤0.01% 3348
2024
Q2 		$1.76K Buy
+100
New +$1.47K ﹤0.01% 3306
2022
Q2 		– Sell
-200
Closed -$3K – 3396
2022
Q1 		$3K Sell
200
-2,550
-93% -$25.9K ﹤0.01% 3049
2021
Q4 		$23K Sell
2,750
-2,950
-52% -$24.8K ﹤0.01% 2269
2021
Q3 		$33K Sell
5,700
-1,300
-19% -$8.29K ﹤0.01% 2090
2021
Q2 		$59K Buy
+7,000
New +$59.2K ﹤0.01% 2984

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
Disciplined Growth Investors
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

Steward Partners Investment Advisory's ZETA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Zeta Global (ZETA) stake by 40% in Q2 2026, buying an estimated $109K and bringing the position to 20,730 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Steward Partners Investment Advisory first reported a position in ZETA in Q2 2021 and has held it in 13 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Steward Partners Investment Advisory held 20,730 shares of Zeta Global worth $408K as of Q2 2026.
  • Steward Partners Investment Advisory bought 5,895 Zeta Global shares in Q2 2026, an estimated $109K.
  • Zeta Global made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1818 holding.
  • Steward Partners Investment Advisory first reported a position in Zeta Global in Q2 2021 and has held it in 13 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.