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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
Q2 		$12.6K Buy
638
+435
+214% +$8.07K ﹤0.01% 983
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 $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
DGI
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 $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's ZETA Position: Q2 2026 in Review

True Wealth Design increased its Zeta Global (ZETA) stake by 214% in Q2 2026, buying an estimated $8.07K and bringing the position to 638 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

True Wealth Design first reported a position in ZETA in Q3 2024 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • True Wealth Design held 638 shares of Zeta Global worth $12.6K as of Q2 2026.
  • True Wealth Design bought 435 Zeta Global shares in Q2 2026, an estimated $8.07K.
  • Zeta Global made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #983 holding.
  • True Wealth Design first reported a position in Zeta Global in Q3 2024 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.