Wellington Management Group
ZETA icon

Wellington Management Group’s Zeta Global ZETA Stock Holding History

Wellington Management Group’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 		$15M Buy
941,675
+10,868
+1% +$201K ﹤0.01% 1126
2025
Q4 		$18.9M Sell
930,807
-10,134
-1% -$189K ﹤0.01% 1055
2025
Q3 		$18.7M Buy
940,941
+72,573
+8% +$1.3M ﹤0.01% 1055
2025
Q2 		$13.5M Buy
868,368
+478,566
+123% +$6.36M ﹤0.01% 1113
2025
Q1 		$5.29M Buy
389,802
+22,175
+6% +$396K ﹤0.01% 1359
2024
Q4 		$6.61M Buy
+367,627
New +$9.29M ﹤0.01% 1293
2022
Q1 		– Sell
-141,008
Closed -$1.19M – 2245
2021
Q4 		$1.19M Sell
141,008
-9,692
-6% -$81.4K ﹤0.01% 1773
2021
Q3 		$883K Buy
+150,700
New +$961K ﹤0.01% 1813

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VPM
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GC
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VCM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DGI
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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