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Everhart Financial Group’s Zoetis ZTS Stock Holding History

Everhart Financial Group’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 		$202K Buy
+2,811
New +$265K 0.01% 459
2025
Q4 		– Sell
-1,999
Closed -$292K – 440
2025
Q3 		$292K Sell
1,999
-390
-16% -$59K 0.03% 316
2025
Q2 		$373K Buy
2,389
+531
+29% +$84.2K 0.04% 267
2025
Q1 		$306K Sell
1,858
-8
-0.4% -$1.33K 0.04% 275
2024
Q4 		$304K Sell
1,866
-425
-19% -$76K 0.06% 255
2024
Q3 		$448K Buy
2,291
+410
+22% +$75.5K 0.1% 207
2024
Q2 		$326K Buy
1,881
+284
+18% +$47.3K 0.08% 215
2024
Q1 		$270K Buy
1,597
+295
+23% +$55.3K 0.08% 226
2023
Q4 		$257K Sell
1,302
-105
-7% -$18.6K 0.09% 206
2023
Q3 		$245K Buy
1,407
+138
+11% +$25.1K 0.1% 179
2023
Q2 		$219K Buy
+1,269
New +$219K 0.09% 197
2022
Q4 		– Sell
-1,668
Closed -$247K – 229
2022
Q3 		$247K Buy
1,668
+235
+16% +$39.3K 0.14% 151
2022
Q2 		$247K Buy
+1,433
New +$248K 0.15% 141

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

Everhart Financial Group's ZTS Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Zoetis (ZTS) in Q2 2026: 2,811 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in ZTS as recently as Q3 2025.

Everhart Financial Group first reported a position in ZTS in Q2 2022 and has held it in 13 quarters since. The position peaked at $448K in Q3 2024. 1,427 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Everhart Financial Group held 2,811 shares of Zoetis worth $202K as of Q2 2026.
  • Zoetis was a new Everhart Financial Group position in Q2 2026.
  • Zoetis made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #459 holding.
  • Everhart Financial Group first reported a position in Zoetis in Q2 2022 and has held it in 13 quarters since.
  • Everhart Financial Group's Zoetis position peaked at $448K in Q3 2024.
  • 1,427 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.