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Institute for Wealth Management’s Zoetis ZTS Stock Holding History

Institute for 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
Q2 		$102K Buy
+1,413
New +$133K 0.01% 679
2025
Q4 		– Sell
-1,880
Closed -$275K – 592
2025
Q3 		$275K Buy
1,880
+119
+7% +$18K 0.03% 472
2025
Q2 		$275K Sell
1,761
-262
-13% -$41.5K 0.03% 453
2025
Q1 		$333K Hold
2,023
– – 0.04% 389
2024
Q4 		$330K Sell
2,023
-1,949
-49% -$349K 0.04% 376
2024
Q3 		$776K Buy
3,972
+1,358
+52% +$250K 0.1% 217
2024
Q2 		$453K Buy
2,614
+129
+5% +$21.5K 0.06% 301
2024
Q1 		$420K Sell
2,485
-76
-3% -$14.2K 0.05% 318
2023
Q4 		$505K Sell
2,561
-6
-0.2% -$1.06K 0.08% 265
2023
Q3 		$447K Sell
2,567
-17
-0.7% -$3.09K 0.08% 279
2023
Q2 		$445K Sell
2,584
-253
-9% -$43.7K 0.08% 286
2023
Q1 		$472K Sell
2,837
-21
-0.7% -$3.44K 0.09% 272
2022
Q4 		$419K Sell
2,858
-819
-22% -$121K 0.09% 289
2022
Q3 		$545K Buy
3,677
+72
+2% +$12K 0.12% 219
2022
Q2 		$620K Hold
3,605
– – 0.12% 216
2022
Q1 		$680K Buy
3,605
+202
+6% +$39.9K 0.11% 229
2021
Q4 		$830K Buy
3,403
+41
+1% +$8.98K 0.14% 186
2021
Q3 		$653K Hold
3,362
– – 0.11% 218
2021
Q2 		$627K Buy
3,362
+149
+5% +$25.9K 0.11% 226
2021
Q1 		$506K Sell
3,213
-368
-10% -$58.3K 0.1% 259
2020
Q4 		$593K Buy
3,581
+683
+24% +$111K 0.12% 211
2020
Q3 		$479K Buy
2,898
+856
+42% +$132K 0.11% 235
2020
Q2 		$280K Buy
2,042
+180
+10% +$23.5K 0.07% 332
2020
Q1 		$219K Hold
1,862
– – 0.07% 355
2019
Q4 		$246K Buy
+1,862
New +$231K 0.06% 386
2018
Q1 		– Sell
-13,877
Closed -$997K – 406
2017
Q4 		$997K Buy
+13,877
New +$953K 0.23% 130

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

Institute for Wealth Management's ZTS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Zoetis (ZTS) in Q2 2026: 1,413 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ZTS as recently as Q3 2025.

Institute for Wealth Management first reported a position in ZTS in Q4 2017 and has held it in 26 quarters since. The position peaked at $997K in Q4 2017. 1,427 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Institute for Wealth Management held 1,413 shares of Zoetis worth $102K as of Q2 2026.
  • Zoetis was a new Institute for Wealth Management position in Q2 2026.
  • Zoetis made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Institute for Wealth Management first reported a position in Zoetis in Q4 2017 and has held it in 26 quarters since.
  • Institute for Wealth Management's Zoetis position peaked at $997K in Q4 2017.
  • 1,427 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.