Wells Fargo
ZETA icon

Wells Fargo’s Zeta Global ZETA Stock Holding History

Wells Fargo’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 		$1.85M Sell
116,076
-118,168
-50% -$2.19M ﹤0.01% 3333
2025
Q4 		$4.77M Buy
234,244
+80,150
+52% +$1.5M ﹤0.01% 2723
2025
Q3 		$3.06M Sell
154,094
-135,870
-47% -$2.44M ﹤0.01% 2993
2025
Q2 		$4.49M Buy
289,964
+181,350
+167% +$2.41M ﹤0.01% 2566
2025
Q1 		$1.47M Sell
108,614
-210,394
-66% -$3.76M ﹤0.01% 3402
2024
Q4 		$5.74M Sell
319,008
-55,318
-15% -$1.4M ﹤0.01% 2324
2024
Q3 		$11.2M Sell
374,326
-1,012
-0.3% -$23.8K ﹤0.01% 1736
2024
Q2 		$6.62M Buy
375,338
+325,705
+656% +$4.78M ﹤0.01% 2037
2024
Q1 		$542K Buy
49,633
+4,234
+9% +$42.2K ﹤0.01% 3832
2023
Q4 		$400K Buy
45,399
+8,405
+23% +$70.5K ﹤0.01% 4009
2023
Q3 		$309K Sell
36,994
-26,939
-42% -$222K ﹤0.01% 4071
2023
Q2 		$546K Buy
63,933
+36,480
+133% +$334K ﹤0.01% 3889
2023
Q1 		$297K Buy
27,453
+16,083
+141% +$155K ﹤0.01% 4190
2022
Q4 		$92.9K Sell
11,370
-3,433
-23% -$27.8K ﹤0.01% 4571
2022
Q3 		$98K Buy
14,803
+10,467
+241% +$64.6K ﹤0.01% 4613
2022
Q2 		$20K Sell
4,336
-131
-3% -$1.15K ﹤0.01% 5459
2022
Q1 		$57K Buy
4,467
+916
+26% +$9.3K ﹤0.01% 5588
2021
Q4 		$30K Buy
3,551
+6
+0.2% +$50 ﹤0.01% 6196
2021
Q3 		$21K Buy
+3,545
New +$22.6K ﹤0.01% 5968

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