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Concord Wealth Partners’s Zoetis ZTS Stock Holding History

Concord Wealth Partners’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 		$15.1K Buy
+210
New +$19.8K ﹤0.01% 517
2026
Q1 		– Sell
-210
Closed -$26.4K – 817
2025
Q4 		$26.4K Hold
210
– – ﹤0.01% 407
2025
Q3 		$30.7K Sell
210
-198
-49% -$29.9K ﹤0.01% 406
2025
Q2 		$63.6K Buy
408
+98
+32% +$15.5K 0.01% 316
2025
Q1 		$51K Sell
310
-21
-6% -$3.49K 0.01% 315
2024
Q4 		$53.9K Sell
331
-7
-2% -$1.25K 0.01% 318
2024
Q3 		$66K Buy
338
+28
+9% +$5.16K 0.01% 301
2024
Q2 		$53.7K Hold
310
– – 0.01% 303
2024
Q1 		$52.5K Sell
310
-284
-48% -$53.2K 0.01% 344
2023
Q4 		$117K Sell
594
-18
-3% -$3.19K 0.02% 263
2023
Q3 		$106K Sell
612
-150
-20% -$27.2K 0.02% 275
2023
Q2 		$131K Buy
762
+247
+48% +$42.7K 0.03% 242
2023
Q1 		$85.7K Sell
515
-337
-40% -$55.2K 0.02% 272
2022
Q4 		$125K Buy
+852
New +$126K 0.04% 217
2022
Q3 		– Sell
-863
Closed -$148K – 1208
2022
Q2 		$148K Sell
863
-22
-2% -$3.81K 0.04% 204
2022
Q1 		$167K Buy
885
+41
+5% +$8.11K 0.04% 208
2021
Q4 		$206K Buy
844
+477
+130% +$104K 0.05% 182
2021
Q3 		$71K Sell
367
-377
-51% -$76.1K 0.03% 172
2021
Q2 		$139K Sell
744
-7
-0.9% -$1.22K 0.04% 181
2021
Q1 		$118K Buy
751
+107
+17% +$17K 0.04% 193
2020
Q4 		$107K Buy
+644
New +$105K 0.08% 129

Other funds holding ZTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Concord Wealth Partners's ZTS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Zoetis (ZTS) in Q2 2026: 210 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ZTS as recently as Q4 2025.

Concord Wealth Partners first reported a position in ZTS in Q4 2020 and has held it in 21 quarters since. The position peaked at $206K in Q4 2021. 1,422 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Concord Wealth Partners held 210 shares of Zoetis worth $15.1K as of Q2 2026.
  • Zoetis was a new Concord Wealth Partners position in Q2 2026.
  • Zoetis made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #517 holding.
  • Concord Wealth Partners first reported a position in Zoetis in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Zoetis position peaked at $206K in Q4 2021.
  • 1,422 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.