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Forum Financial Management’s Zoetis ZTS Stock Holding History

Forum Financial Management’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 		– Sell
-3,656
Closed -$460K – 1011
2025
Q4 		$460K Sell
3,656
-2
-0.1% -$261 0.01% 520
2025
Q3 		$535K Sell
3,658
-4
-0.1% -$605 0.01% 431
2025
Q2 		$571K Buy
3,662
+147
+4% +$23.3K 0.01% 369
2025
Q1 		$579K Sell
3,515
-188
-5% -$31.3K 0.01% 324
2024
Q4 		$603K Sell
3,703
-226
-6% -$40.4K 0.01% 319
2024
Q3 		$768K Sell
3,929
-599
-13% -$110K 0.01% 230
2024
Q2 		$785K Sell
4,528
-2,414
-35% -$402K 0.01% 215
2024
Q1 		$1.17M Sell
6,942
-444
-6% -$83.2K 0.02% 170
2023
Q4 		$1.46M Buy
7,386
+56
+0.8% +$9.91K 0.03% 124
2023
Q3 		$1.28M Hold
7,330
– – 0.03% 131
2023
Q2 		$1.26M Buy
7,330
+27
+0.4% +$4.67K 0.03% 130
2023
Q1 		$1.22M Buy
7,303
+37
+0.5% +$6.06K 0.04% 124
2022
Q4 		$1.06M Buy
7,266
+12
+0.2% +$1.78K 0.04% 126
2022
Q3 		$1.08M Buy
7,254
+19
+0.3% +$3.18K 0.05% 109
2022
Q2 		$1.24M Buy
7,235
+34
+0.5% +$5.88K 0.06% 104
2022
Q1 		$1.36M Sell
7,201
-367
-5% -$72.5K 0.07% 91
2021
Q4 		$1.85M Buy
+7,568
New +$1.66M 0.1% 67

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Financial Management's ZTS Position: Q1 2026 in Review

Forum Financial Management sold out of Zoetis (ZTS) in Q1 2026, closing a stake of 3,656 shares — an estimated $460K sold.

Forum Financial Management first reported a position in ZTS in Q4 2021 and held it in 17 quarters. The position peaked at $1.85M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • Forum Financial Management reported no remaining Zoetis position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,656 Zoetis shares in Q1 2026, an estimated $460K.
  • Forum Financial Management first reported a position in Zoetis in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Zoetis position peaked at $1.85M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.