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Heritage Wealth Advisors’s Zoetis ZTS Stock Holding History

Heritage Wealth Advisors’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 		$403K Sell
3,411
-12,303
-78% -$1.52M 0.02% 150
2025
Q4 		$1.98M Buy
15,714
+11,200
+248% +$1.46M 0.08% 68
2025
Q3 		$660K Sell
4,514
-16
-0.4% -$2.42K 0.03% 110
2025
Q2 		$706K Hold
4,530
– – 0.03% 105
2025
Q1 		$746K Sell
4,530
-1,739
-28% -$289K 0.04% 96
2024
Q4 		$1.02M Sell
6,269
-374
-6% -$66.9K 0.05% 84
2024
Q3 		$1.3M Buy
6,643
+47
+0.7% +$8.66K 0.06% 73
2024
Q2 		$1.14M Sell
6,596
-318
-5% -$52.9K 0.05% 77
2024
Q1 		$1.17M Hold
6,914
– – 0.05% 78
2023
Q4 		$1.36M Sell
6,914
-84
-1% -$14.9K 0.07% 69
2023
Q3 		$1.22M Sell
6,998
-64
-0.9% -$11.6K 0.07% 69
2023
Q2 		$1.22M Buy
7,062
+16
+0.2% +$2.77K 0.06% 74
2023
Q1 		$1.17M Sell
7,046
-84
-1% -$13.8K 0.07% 74
2022
Q4 		$1.04M Sell
7,130
-338
-5% -$50K 0.06% 80
2022
Q3 		$1.11M Buy
7,468
+1,957
+36% +$327K 0.08% 70
2022
Q2 		$947K Buy
5,511
+772
+16% +$134K 0.07% 82
2022
Q1 		$894K Sell
4,739
-167
-3% -$33K 0.05% 92
2021
Q4 		$1.2M Hold
4,906
– – 0.07% 81
2021
Q3 		$952K Hold
4,906
– – 0.06% 90
2021
Q2 		$914K Sell
4,906
-4,180
-46% -$726K 0.06% 89
2021
Q1 		$1.43M Buy
9,086
+45
+0.5% +$7.13K 0.09% 68
2020
Q4 		$1.5M Buy
9,041
+8,200
+975% +$1.33M 0.09% 70
2020
Q3 		$139K Hold
841
– – 0.02% 174
2020
Q2 		$115K Hold
841
– – 0.02% 191
2020
Q1 		$99K Sell
841
-13
-2% -$1.71K 0.02% 191
2019
Q4 		$113K Buy
854
+181
+27% +$22.5K 0.01% 220
2019
Q3 		$83K Buy
673
+33
+5% +$3.98K 0.01% 229
2019
Q2 		$76.4K Sell
640
-33
-5% -$3.46K 0.01% 220
2019
Q1 		$67.8K Hold
673
– – 0.01% 208
2018
Q4 		$57K Sell
673
-280
-29% -$25.2K 0.01% 187
2018
Q3 		$87K Buy
+953
New +$84.5K 0.02% 166

Other funds holding ZTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's ZTS Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Zoetis (ZTS) stake by 78% in Q1 2026, selling an estimated $1.52M and leaving 3,411 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #150.

Heritage Wealth Advisors first reported a position in ZTS in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.98M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • Heritage Wealth Advisors held 3,411 shares of Zoetis worth $403K as of Q1 2026.
  • Heritage Wealth Advisors sold 12,303 Zoetis shares in Q1 2026, an estimated $1.52M.
  • Zoetis made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #150 holding.
  • Heritage Wealth Advisors first reported a position in Zoetis in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Zoetis position peaked at $1.98M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.