TWD
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True Wealth Design’s Zeta Global ZETA Stock Holding History

True Wealth Design’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 		$3.23K Buy
203
+153
+306% +$2.83K ﹤0.01% 1372
2025
Q4 		$1.02K Hold
50
– – ﹤0.01% 1696
2025
Q3 		$994 Hold
50
– – ﹤0.01% 1750
2025
Q2 		$775 Buy
+50
New +$664 ﹤0.01% 1573
2025
Q1 		– Sell
-53
Closed -$954 – 2692
2024
Q4 		$954 Sell
53
-34
-39% -$859 ﹤0.01% 954
2024
Q3 		$2.6K Buy
+87
New +$2.05K ﹤0.01% 716

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