EP Wealth Advisors’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.2M | Buy |
392,719
+78,189
| +25% | +$7.36M | 0.11% | 140 |
|
|
2026
Q1 | $37.2M | Buy |
314,530
+33,456
| +12% | +$4.14M | 0.18% | 89 |
|
|
2025
Q4 | $35.4M | Buy |
+281,074
| New | +$36.7M | 0.18% | 88 |
|
|
2025
Q2 | $42.5M | Buy |
272,385
+13,267
| +5% | +$2.1M | 0.28% | 64 |
|
|
2025
Q1 | $42.7M | Buy |
259,118
+12,018
| +5% | +$2M | 0.34% | 63 |
|
|
2024
Q4 | $40.3M | Buy |
247,100
+4,498
| +2% | +$804K | 0.33% | 66 |
|
|
2024
Q3 | $47.4M | Buy |
242,602
+12,090
| +5% | +$2.23M | 0.41% | 59 |
|
|
2024
Q2 | $40M | Buy |
230,512
+15,691
| +7% | +$2.61M | 0.42% | 60 |
|
|
2024
Q1 | $36.3M | Buy |
214,821
+9,951
| +5% | +$1.86M | 0.42% | 60 |
|
|
2023
Q4 | $40.4M | Buy |
204,870
+5,990
| +3% | +$1.06M | 0.52% | 53 |
|
|
2023
Q3 | $34.6M | Buy |
198,880
+197,808
| +18,452% | +$35.9M | 0.54% | 48 |
|
|
2023
Q2 | $33.2M | Sell |
1,072
-27,647
| -96% | -$4.78M | 0.48% | 52 |
|
|
2023
Q1 | $432K | Sell |
28,719
-145,021
| -83% | -$23.8M | 0.01% | 427 |
|
|
2022
Q4 | $25.5M | Buy |
173,740
+11,507
| +7% | +$1.7M | 0.46% | 56 |
|
|
2022
Q3 | $24.1M | Buy |
162,233
+6,715
| +4% | +$1.12M | 0.55% | 48 |
|
|
2022
Q2 | $26.7M | Buy |
155,518
+6,854
| +5% | +$1.19M | 0.6% | 45 |
|
|
2022
Q1 | $28M | Buy |
148,664
+6,949
| +5% | +$1.37M | 0.62% | 46 |
|
|
2021
Q4 | $34.6M | Buy |
141,715
+2,166
| +2% | +$474K | 0.82% | 28 |
|
|
2021
Q3 | $27.1M | Buy |
139,549
+5,817
| +4% | +$1.17M | 0.74% | 35 |
|
|
2021
Q2 | $24.9M | Buy |
133,732
+10,146
| +8% | +$1.76M | 0.69% | 39 |
|
|
2021
Q1 | $19.5M | Buy |
123,586
+14,219
| +13% | +$2.25M | 0.62% | 43 |
|
|
2020
Q4 | $18.1M | Buy |
109,367
+6,323
| +6% | +$1.03M | 0.64% | 37 |
|
|
2020
Q3 | $17M | Buy |
103,044
+3,035
| +3% | +$466K | 0.73% | 33 |
|
|
2020
Q2 | $13.7M | Buy |
100,009
+95,363
| +2,053% | +$12.5M | 0.59% | 39 |
|
|
2020
Q1 | $547K | Buy |
4,646
+102
| +2% | +$13.4K | 0.03% | 241 |
|
|
2019
Q4 | $601K | Buy |
4,544
+1,586
| +54% | +$197K | 0.02% | 254 |
|
|
2019
Q3 | $369K | Sell |
2,958
-182
| -6% | -$22K | 0.02% | 250 |
|
|
2019
Q2 | $356K | Buy |
3,140
+588
| +23% | +$61.6K | 0.02% | 221 |
|
|
2019
Q1 | $257K | Buy |
+2,552
| New | +$232K | 0.02% | 213 |
|
|
2018
Q4 | – | Sell |
-2,212
| Closed | -$203K | – | 301 |
|
|
2018
Q3 | $203K | Buy |
+2,212
| New | +$196K | 0.02% | 273 |
|
Other funds holding ZTS
EP Wealth Advisors's ZTS Position: Q2 2026 in Review
EP Wealth Advisors increased its Zoetis (ZTS) stake by 25% in Q2 2026, buying an estimated $7.36M and bringing the position to 392,719 shares worth $28.2M. The position accounts for 0.11% of the portfolio, ranked #140.
EP Wealth Advisors first reported a position in ZTS in Q3 2018 and has held it in 30 quarters since. The position peaked at $47.4M in Q3 2024. 1,433 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.
- EP Wealth Advisors held 392,719 shares of Zoetis worth $28.2M as of Q2 2026.
- EP Wealth Advisors bought 78,189 Zoetis shares in Q2 2026, an estimated $7.36M.
- Zoetis made up 0.11% of EP Wealth Advisors's portfolio in Q2 2026, its #140 holding.
- EP Wealth Advisors first reported a position in Zoetis in Q3 2018 and has held it in 30 quarters since.
- EP Wealth Advisors's Zoetis position peaked at $47.4M in Q3 2024.
- 1,433 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.