Forza Wealth Management
ZTS icon

Forza Wealth Management’s Zoetis ZTS Stock Holding History

Forza Wealth 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
Q3 		$225K Sell
3,215
-100
-3% -$7.47K 0.06% 185
2026
Q2 		$238K Buy
3,315
+1,100
+50% +$104K 0.07% 181
2026
Q1 		$262K Buy
2,215
+400
+22% +$49.5K 0.09% 172
2025
Q4 		$228K Hold
1,815
– – 0.08% 177
2025
Q3 		$266K Sell
1,815
-1,219
-40% -$184K 0.1% 166
2025
Q2 		$473K Sell
3,034
-200
-6% -$31.7K 0.19% 121
2025
Q1 		$532K Sell
3,234
-98
-3% -$16.3K 0.24% 105
2024
Q4 		$543K Hold
3,332
– – 0.25% 100
2024
Q3 		$651K Buy
3,332
+19
+0.6% +$3.5K 0.3% 86
2024
Q2 		$574K Buy
3,313
+58
+2% +$9.7K 0.3% 93
2024
Q1 		$551K Hold
3,255
– – 0.29% 98
2023
Q4 		$642K Sell
3,255
-1,800
-36% -$319K 0.35% 79
2023
Q3 		$879K Hold
5,055
– – 0.45% 71
2023
Q2 		$871K Hold
5,055
– – 0.44% 76
2023
Q1 		$841K Buy
+5,055
New +$828K 0.43% 76

Other funds holding ZTS

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Forza Wealth Management's ZTS Position: Q3 2026 in Review

Forza Wealth Management reduced its Zoetis (ZTS) stake by 3% in Q3 2026, selling an estimated $7.47K and leaving 3,215 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #185.

Forza Wealth Management first reported a position in ZTS in Q1 2023 and has held it in 15 quarters since. The position peaked at $879K in Q3 2023. 324 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • Forza Wealth Management held 3,215 shares of Zoetis worth $225K as of Q3 2026.
  • Forza Wealth Management sold 100 Zoetis shares in Q3 2026, an estimated $7.47K.
  • Zoetis made up 0.06% of Forza Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Forza Wealth Management first reported a position in Zoetis in Q1 2023 and has held it in 15 quarters since.
  • Forza Wealth Management's Zoetis position peaked at $879K in Q3 2023.
  • 324 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.