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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Birch Financial Group's ZTS Position: Q2 2026 in Review

Birch Financial Group sold out of Zoetis (ZTS) in Q2 2026, closing a stake of 2,506 shares — an estimated $296K sold.

Birch Financial Group first reported a position in ZTS in Q4 2024 and held it in 6 quarters. The position peaked at $418K in Q3 2025. 270 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Birch Financial Group reported no remaining Zoetis position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 2,506 Zoetis shares in Q2 2026, an estimated $296K.
  • Birch Financial Group first reported a position in Zoetis in Q4 2024 and held it in 6 quarters.
  • Birch Financial Group's Zoetis position peaked at $418K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.