Evelyn Partners Investment Management’s Zoetis ZTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.4M Sell
231,709
-71,605
-24% -$8.85M 0.74% 35
2025
Q4
$38.2M Sell
303,314
-37,517
-11% -$4.89M 1.05% 23
2025
Q3
$49.9M Sell
340,831
-65,908
-16% -$9.96M 1.42% 18
2025
Q2
$63.4M Buy
406,739
+6,314
+2% +$1M 1.94% 15
2025
Q1
$65.9M Buy
400,425
+23,181
+6% +$3.85M 2.2% 14
2024
Q4
$61.5M Buy
+377,244
New +$67.5M 1.99% 14

Other funds holding ZTS

Evelyn Partners Investment Management's ZTS Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Zoetis (ZTS) stake by 24% in Q1 2026, selling an estimated $8.85M and leaving 231,709 shares worth $27.4M. The position accounts for 0.74% of the portfolio, ranked #35.

Evelyn Partners Investment Management first reported a position in ZTS in Q4 2024 and has held it in 6 quarters since. The position peaked at $65.9M in Q1 2025. 1,606 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • Evelyn Partners Investment Management held 231,709 shares of Zoetis worth $27.4M as of Q1 2026.
  • Evelyn Partners Investment Management sold 71,605 Zoetis shares in Q1 2026, an estimated $8.85M.
  • Zoetis made up 0.74% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #35 holding.
  • Evelyn Partners Investment Management first reported a position in Zoetis in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Zoetis position peaked at $65.9M in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.