Axxcess Wealth Management
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Axxcess Wealth Management’s Zoetis ZTS Stock Holding History

Axxcess Wealth Management’s Portfolio ZTS Stock Details ZTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,000
Closed -$287K – 1247
2026
Q2 		$287K Buy
+4,000
New +$377K ﹤0.01% 870
2025
Q2 		– Sell
-1,543
Closed -$254K – 931
2025
Q1 		$254K Sell
1,543
-33
-2% -$5.49K 0.01% 740
2024
Q4 		$257K Sell
1,576
-2,421
-61% -$433K 0.01% 717
2024
Q3 		$781K Buy
3,997
+628
+19% +$116K 0.02% 447
2024
Q2 		$584K Sell
3,369
-6,457
-66% -$1.07M 0.02% 495
2024
Q1 		$1.66M Buy
9,826
+1,458
+17% +$273K 0.05% 285
2023
Q4 		$1.65M Buy
8,368
+345
+4% +$61.1K 0.05% 276
2023
Q3 		$1.4M Buy
8,023
+6,587
+459% +$1.2M 0.05% 258
2023
Q2 		$247K Sell
1,436
-1,836
-56% -$317K 0.02% 505
2023
Q1 		$545K Buy
3,272
+241
+8% +$39.5K 0.04% 359
2022
Q4 		$444K Sell
3,031
-501
-14% -$74.1K 0.04% 379
2022
Q3 		$523K Buy
3,532
+203
+6% +$33.9K 0.05% 310
2022
Q2 		$572K Buy
3,329
+382
+13% +$66.1K 0.05% 281
2022
Q1 		$556K Buy
2,947
+36
+1% +$7.12K 0.04% 333
2021
Q4 		$710K Buy
+2,911
New +$638K 0.05% 285

Other funds holding ZTS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Axxcess Wealth Management's ZTS Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Zoetis (ZTS) in Q3 2026, closing a stake of 4,000 shares — an estimated $287K sold.

Axxcess Wealth Management first reported a position in ZTS in Q4 2021 and held it in 15 quarters. The position peaked at $1.66M in Q1 2024. 1,053 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Zoetis position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,000 Zoetis shares in Q3 2026, an estimated $287K.
  • Axxcess Wealth Management first reported a position in Zoetis in Q4 2021 and held it in 15 quarters.
  • Axxcess Wealth Management's Zoetis position peaked at $1.66M in Q1 2024.
  • 1,053 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.