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CWS Financial Advisors’s Zoetis ZTS Stock Holding History

CWS Financial Advisors’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
-2,902
Closed -$343K – 174
2026
Q1 		$343K Buy
2,902
+223
+8% +$27.6K 0.09% 113
2025
Q4 		$337K Sell
2,679
-251
-9% -$32.7K 0.09% 110
2025
Q3 		$429K Sell
2,930
-117
-4% -$17.7K 0.12% 94
2025
Q2 		$475K Sell
3,047
-699
-19% -$111K 0.14% 84
2025
Q1 		$617K Buy
3,746
+797
+27% +$133K 0.19% 60
2024
Q4 		$480K Buy
2,949
+7
+0.2% +$1.25K 0.16% 75
2024
Q3 		$575K Buy
2,942
+5
+0.2% +$921 0.2% 55
2024
Q2 		$509K Buy
2,937
+7
+0.2% +$1.17K 0.2% 55
2024
Q1 		$496K Sell
2,930
-207
-7% -$38.8K 0.2% 55
2023
Q4 		$619K Sell
3,137
-989
-24% -$175K 0.23% 64
2023
Q3 		$718K Sell
4,126
-59
-1% -$10.7K 0.29% 55
2023
Q2 		$721K Buy
4,185
+83
+2% +$14.3K 0.27% 58
2023
Q1 		$683K Sell
4,102
-4
-0.1% -$656 0.27% 61
2022
Q4 		$647K Sell
4,106
-474
-10% -$70.1K 0.28% 61
2022
Q3 		$679K Buy
4,580
+5
+0.1% +$836 0.33% 56
2022
Q2 		$786K Buy
4,575
+35
+0.8% +$6.05K 0.36% 50
2022
Q1 		$856K Buy
4,540
+53
+1% +$10.5K 0.32% 52
2021
Q4 		$1.09M Buy
+4,487
New +$983K 0.39% 38
2021
Q2 		$766K Buy
4,109
+3
+0.1% +$521 0.31% 57
2021
Q1 		$647K Buy
4,106
+224
+6% +$35.5K 0.28% 61
2020
Q4 		$642K Buy
3,882
+588
+18% +$95.6K 0.37% 56
2020
Q3 		$545K Buy
3,294
+669
+25% +$103K 0.36% 57
2020
Q2 		$360K Buy
+2,625
New +$343K 0.26% 82

Other funds holding ZTS

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CWS Financial Advisors's ZTS Position: Q2 2026 in Review

CWS Financial Advisors sold out of Zoetis (ZTS) in Q2 2026, closing a stake of 2,902 shares — an estimated $343K sold.

CWS Financial Advisors first reported a position in ZTS in Q2 2020 and held it in 23 quarters. The position peaked at $1.09M in Q4 2021. 547 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • CWS Financial Advisors reported no remaining Zoetis position as of Q2 2026 after selling out during the quarter.
  • CWS Financial Advisors sold 2,902 Zoetis shares in Q2 2026, an estimated $343K.
  • CWS Financial Advisors first reported a position in Zoetis in Q2 2020 and held it in 23 quarters.
  • CWS Financial Advisors's Zoetis position peaked at $1.09M in Q4 2021.
  • 547 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.