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EP Wealth Advisors’s Zoetis ZTS Stock Holding History

EP Wealth 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EP Wealth Advisors's ZTS Position: Q1 2026 in Review

EP Wealth Advisors increased its Zoetis (ZTS) stake by 12% in Q1 2026, buying an estimated $4.14M and bringing the position to 314,530 shares worth $37.2M. The position accounts for 0.18% of the portfolio, ranked #89.

EP Wealth Advisors first reported a position in ZTS in Q3 2018 and has held it in 29 quarters since. The position peaked at $47.4M in Q3 2024. 1,606 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • EP Wealth Advisors held 314,530 shares of Zoetis worth $37.2M as of Q1 2026.
  • EP Wealth Advisors bought 33,456 Zoetis shares in Q1 2026, an estimated $4.14M.
  • Zoetis made up 0.18% of EP Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • EP Wealth Advisors first reported a position in Zoetis in Q3 2018 and has held it in 29 quarters since.
  • EP Wealth Advisors's Zoetis position peaked at $47.4M in Q3 2024.
  • 1,606 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.