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Ulland Investment Advisors’s Zeta Global ZETA Stock Holding History

Ulland Investment Advisors’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 		$6K Hold
300
– – ﹤0.01% 198
2026
Q1 		$5K Hold
300
– – ﹤0.01% 191
2025
Q4 		$6K Hold
300
– – ﹤0.01% 182
2025
Q3 		$6K Buy
+300
New +$5.39K ﹤0.01% 191

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Ulland Investment Advisors's ZETA Position: Q2 2026 in Review

Ulland Investment Advisors held its Zeta Global (ZETA) position steady in Q2 2026 at 300 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Ulland Investment Advisors first reported a position in ZETA in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Ulland Investment Advisors held 300 shares of Zeta Global worth $6K as of Q2 2026.
  • Ulland Investment Advisors left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #198 holding.
  • Ulland Investment Advisors first reported a position in Zeta Global in Q3 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.