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United Capital Financial Advisors’s Zeta Global ZETA Stock Holding History

United Capital Financial 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 		$224K Sell
11,385
-1,669
-13% -$31K ﹤0.01% 1503
2026
Q1 		$208K Buy
13,054
+2,168
+20% +$40.1K ﹤0.01% 1542
2025
Q4 		$222K Buy
+10,886
New +$203K ﹤0.01% 1285

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

United Capital Financial Advisors's ZETA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Zeta Global (ZETA) stake by 13% in Q2 2026, selling an estimated $31K and leaving 11,385 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

United Capital Financial Advisors first reported a position in ZETA in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • United Capital Financial Advisors held 11,385 shares of Zeta Global worth $224K as of Q2 2026.
  • United Capital Financial Advisors sold 1,669 Zeta Global shares in Q2 2026, an estimated $31K.
  • Zeta Global made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1503 holding.
  • United Capital Financial Advisors first reported a position in Zeta Global in Q4 2025 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.