CFFP
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Center for Financial Planning’s Zoetis ZTS Stock Holding History

Center for Financial Planning’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 		$170K Sell
2,367
-554
-19% -$52.2K 0.02% 186
2026
Q1 		$345K Buy
2,921
+2,758
+1,692% +$341K 0.04% 128
2025
Q4 		$20.5K Hold
163
– – ﹤0.01% 408
2025
Q3 		$23.9K Hold
163
– – ﹤0.01% 394
2025
Q2 		$25.4K Hold
163
– – ﹤0.01% 367
2025
Q1 		$26.8K Hold
163
– – ﹤0.01% 358
2024
Q4 		$26.6K Hold
163
– – ﹤0.01% 320
2024
Q3 		$31.8K Hold
163
– – ﹤0.01% 296
2024
Q2 		$28.3K Hold
163
– – ﹤0.01% 296
2024
Q1 		$27.6K Hold
163
– – ﹤0.01% 297
2023
Q4 		$32.2K Hold
163
– – 0.01% 269
2023
Q3 		$28.4K Hold
163
– – 0.01% 271
2023
Q2 		$28.1K Hold
163
– – 0.01% 291
2023
Q1 		$27.1K Hold
163
– – 0.01% 272
2022
Q4 		$23.9K Hold
163
– – 0.01% 284
2022
Q3 		$24K Hold
163
– – 0.01% 284
2022
Q2 		$28K Hold
163
– – 0.01% 267
2022
Q1 		$31K Hold
163
– – 0.01% 269
2021
Q4 		$40K Hold
163
– – 0.01% 254
2021
Q3 		$32K Hold
163
– – 0.01% 265
2021
Q2 		$30K Hold
163
– – 0.01% 271
2021
Q1 		$26K Hold
163
– – 0.01% 280
2020
Q4 		$27K Hold
163
– – 0.01% 252
2020
Q3 		$27K Hold
163
– – 0.01% 236
2020
Q2 		$22K Sell
163
-63
-28% -$8.22K 0.01% 251
2020
Q1 		$27K Buy
226
+63
+39% +$8.29K 0.01% 227
2019
Q4 		$22K Buy
+163
New +$20.3K 0.01% 255

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

Center for Financial Planning's ZTS Position: Q2 2026 in Review

Center for Financial Planning reduced its Zoetis (ZTS) stake by 19% in Q2 2026, selling an estimated $52.2K and leaving 2,367 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #186.

Center for Financial Planning first reported a position in ZTS in Q4 2019 and has held it in 27 quarters since. The position peaked at $345K in Q1 2026. 270 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Center for Financial Planning held 2,367 shares of Zoetis worth $170K as of Q2 2026.
  • Center for Financial Planning sold 554 Zoetis shares in Q2 2026, an estimated $52.2K.
  • Zoetis made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #186 holding.
  • Center for Financial Planning first reported a position in Zoetis in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Zoetis position peaked at $345K in Q1 2026.
  • 270 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.