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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Goldman Sachs New York $871B AUM 31.28% 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

Steward Partners Investment Advisory's ZETA Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Zeta Global (ZETA) stake by 9.2% in Q1 2026, selling an estimated $27.8K and leaving 14,835 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Steward Partners Investment Advisory first reported a position in ZETA in Q2 2021 and has held it in 12 quarters since. The position peaked at $382K in Q3 2025. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

Steward Partners Investment Advisory held 14,835 shares of Zeta Global worth $236K as of Q1 2026.
Steward Partners Investment Advisory sold 1,500 Zeta Global shares in Q1 2026, an estimated $27.8K.
Zeta Global made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1930 holding.
Steward Partners Investment Advisory first reported a position in Zeta Global in Q2 2021 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Zeta Global position peaked at $382K in Q3 2025.
398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.