HWMO
ZTS icon

Heritage Wealth Management (Ohio)’s Zoetis ZTS Stock Holding History

Heritage Wealth Management (Ohio)’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 		$296K Buy
+4,119
New +$388K 0.07% 227
2025
Q4 		– Sell
-2,079
Closed -$304K – 271
2025
Q3 		$304K Sell
2,079
-450
-18% -$68K 0.09% 189
2025
Q2 		$394K Sell
2,529
-635
-20% -$101K 0.13% 165
2025
Q1 		$521K Sell
3,164
-400
-11% -$66.5K 0.18% 128
2024
Q4 		$581K Hold
3,564
– – 0.19% 122
2024
Q3 		$696K Sell
3,564
-1
-0% -$184 0.23% 114
2024
Q2 		$624K Buy
+3,565
New +$593K 0.21% 114

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

Heritage Wealth Management (Ohio)'s ZTS Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Zoetis (ZTS) in Q2 2026: 4,119 shares worth $296K. The stake represents 0.07% of the portfolio and ranks #227 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in ZTS as recently as Q3 2025.

Heritage Wealth Management (Ohio) first reported a position in ZTS in Q2 2024 and has held it in 7 quarters since. The position peaked at $696K in Q3 2024. 1,429 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 4,119 shares of Zoetis worth $296K as of Q2 2026.
  • Zoetis was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Zoetis made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #227 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Zoetis in Q2 2024 and has held it in 7 quarters since.
  • Heritage Wealth Management (Ohio)'s Zoetis position peaked at $696K in Q3 2024.
  • 1,429 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.