Toth Financial Advisory’s Zeta Global ZETA Stock Holding History

Toth Financial 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	$1.48K	Hold	75	–	–	﹤0.01%	781
2026 Q1	$1.19K	Buy	+75	New	+$1.39K	﹤0.01%	784
2025 Q4	–	Sell	-43,500	Closed	-$864K	–	998
2025 Q3	$864K	Buy	+43,500	New	+$781K	0.09%	142
2023 Q2	–	Sell	-135	Closed	-$1.46K	–	906
2023 Q1	$1.46K	Buy	+135	New	+$1.3K	﹤0.01%	709
2022 Q2	–	Sell	-122	Closed	-$2K	–	782
2022 Q1	$2K	Hold	122	–	–	﹤0.01%	648
2021 Q4	$1K	Buy	+122	New	+$1.02K	﹤0.01%	725

Other funds holding ZETA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Toth Financial Advisory's ZETA Position: Q2 2026 in Review

Toth Financial Advisory held its Zeta Global (ZETA) position steady in Q2 2026 at 75 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Toth Financial Advisory first reported a position in ZETA in Q4 2021 and has held it in 6 quarters since. The position peaked at $864K in Q3 2025. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Toth Financial Advisory held 75 shares of Zeta Global worth $1.48K as of Q2 2026.
Toth Financial Advisory left its Zeta Global share count unchanged in Q2 2026.
Zeta Global made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #781 holding.
Toth Financial Advisory first reported a position in Zeta Global in Q4 2021 and has held it in 6 quarters since.
Toth Financial Advisory's Zeta Global position peaked at $864K in Q3 2025.
417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.