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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
Q3 		– Sell
-2,811
Closed -$202K – 521
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Everhart Financial Group's ZTS Position: Q3 2026 in Review

Everhart Financial Group sold out of Zoetis (ZTS) in Q3 2026, closing a stake of 2,811 shares — an estimated $202K sold.

Everhart Financial Group first reported a position in ZTS in Q2 2022 and held it in 13 quarters. The position peaked at $448K in Q3 2024. 56 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • Everhart Financial Group reported no remaining Zoetis position as of Q3 2026 after selling out during the quarter.
  • Everhart Financial Group sold 2,811 Zoetis shares in Q3 2026, an estimated $202K.
  • Everhart Financial Group first reported a position in Zoetis in Q2 2022 and held it in 13 quarters.
  • Everhart Financial Group's Zoetis position peaked at $448K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.