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Legacy Wealth Management (Mississippi)’s Zoetis ZTS Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$257K Sell
3,580
-3,638
-50% -$342K 0.07% 106
2026
Q1 		$853K Sell
7,218
-1,487
-17% -$184K 0.24% 52
2025
Q4 		$1.1M Sell
8,705
-5,719
-40% -$746K 0.29% 44
2025
Q3 		$2.11M Sell
14,424
-3,770
-21% -$570K 0.64% 32
2025
Q2 		$2.84M Sell
18,194
-595
-3% -$94.3K 0.86% 31
2025
Q1 		$3.09M Sell
18,789
-125
-0.7% -$20.8K 1.01% 27
2024
Q4 		$3.08M Sell
18,914
-891
-4% -$159K 1.22% 23
2024
Q3 		$3.87M Sell
19,805
-305
-2% -$56.2K 1.42% 18
2024
Q2 		$3.49M Buy
20,110
+9,394
+88% +$1.56M 1.47% 19
2024
Q1 		$1.81M Buy
10,716
+1,424
+15% +$267K 0.82% 33
2023
Q4 		$1.83M Hold
9,292
– – 0.88% 33
2023
Q3 		$1.62M Sell
9,292
-72
-0.8% -$13.1K 0.84% 34
2023
Q2 		$1.61M Sell
9,364
-91
-1% -$15.7K 0.81% 35
2023
Q1 		$1.57M Hold
9,455
– – 0.87% 33
2022
Q4 		$1.39M Buy
9,455
+65
+0.7% +$9.62K 0.82% 36
2022
Q3 		$1.39M Buy
9,390
+113
+1% +$18.9K 0.94% 34
2022
Q2 		$1.59M Hold
9,277
– – 0.97% 33
2022
Q1 		$1.75M Buy
9,277
+14
+0.2% +$2.77K 0.91% 32
2021
Q4 		$2.26M Sell
9,263
-53
-0.6% -$11.6K 1.16% 24
2021
Q3 		$1.81M Hold
9,316
– – 0.97% 30
2021
Q2 		$1.74M Sell
9,316
-30
-0.3% -$5.21K 0.96% 30
2021
Q1 		$1.47M Hold
9,346
– – 0.89% 36
2020
Q4 		$1.55M Buy
9,346
+78
+0.8% +$12.7K 0.98% 32
2020
Q3 		$1.53M Sell
9,268
-15
-0.2% -$2.31K 1.06% 32
2020
Q2 		$1.27M Buy
9,283
+249
+3% +$32.5K 0.97% 34
2020
Q1 		$1.06M Buy
9,034
+1,547
+21% +$204K 0.99% 28
2019
Q4 		$991K Buy
+7,487
New +$930K 0.86% 33

Other funds holding ZTS

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s ZTS Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Zoetis (ZTS) stake by 50% in Q2 2026, selling an estimated $342K and leaving 3,580 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #106.

Legacy Wealth Management (Mississippi) first reported a position in ZTS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.87M in Q3 2024. 357 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 3,580 shares of Zoetis worth $257K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 3,638 Zoetis shares in Q2 2026, an estimated $342K.
  • Zoetis made up 0.07% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #106 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Zoetis in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Zoetis position peaked at $3.87M in Q3 2024.
  • 357 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.