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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
Q1 		$1.19K Buy
+75
New +$1.39K ﹤0.01% 784
2025
Q4 		– Sell
-43,500
Closed -$864K – 999
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 – 784
2022
Q1 		$2K Hold
122
– – ﹤0.01% 648
2021
Q4 		$1K Buy
+122
New +$1.02K ﹤0.01% 725

Other funds holding ZETA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
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
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
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