Birch Financial Group
ZTS icon

Birch Financial Group’s Zoetis ZTS Stock Holding History

Birch Financial Group’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 		$23.7K Buy
+340
New +$25.4K 0.01% 456
2026
Q2 		– Sell
-2,506
Closed -$296K – 153
2026
Q1 		$296K Sell
2,506
-493
-16% -$61K 0.17% 101
2025
Q4 		$377K Buy
2,999
+142
+5% +$18.5K 0.22% 87
2025
Q3 		$418K Buy
2,857
+469
+20% +$70.9K 0.25% 74
2025
Q2 		$372K Buy
2,388
+262
+12% +$41.5K 0.3% 72
2025
Q1 		$350K Buy
2,126
+188
+10% +$31.3K 0.31% 73
2024
Q4 		$316K Buy
+1,938
New +$347K 0.36% 64

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

Birch Financial Group's ZTS Position: Q3 2026 in Review

Birch Financial Group opened a new position in Zoetis (ZTS) in Q3 2026: 340 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Birch Financial Group previously reported a position in ZTS as recently as Q1 2026.

Birch Financial Group first reported a position in ZTS in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q3 2025. 1,055 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • Birch Financial Group held 340 shares of Zoetis worth $23.7K as of Q3 2026.
  • Zoetis was a new Birch Financial Group position in Q3 2026.
  • Zoetis made up 0.01% of Birch Financial Group's portfolio in Q3 2026, its #456 holding.
  • Birch Financial Group first reported a position in Zoetis in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Zoetis position peaked at $418K in Q3 2025.
  • 1,055 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.