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LVW Advisors’s Zoetis ZTS Stock Holding History

LVW 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
Q2 		$212K Sell
2,947
-653
-18% -$61.5K 0.02% 438
2026
Q1 		$426K Sell
3,600
-1,542
-30% -$191K 0.04% 244
2025
Q4 		$647K Sell
5,142
-138
-3% -$18K 0.07% 149
2025
Q3 		$773K Sell
5,280
-596
-10% -$90.1K 0.08% 128
2025
Q2 		$916K Buy
5,876
+1,787
+44% +$283K 0.1% 122
2025
Q1 		$673K Buy
4,089
+1,746
+75% +$290K 0.08% 140
2024
Q4 		$382K Buy
2,343
+873
+59% +$156K 0.05% 217
2024
Q3 		$287K Buy
1,470
+155
+12% +$28.6K 0.04% 250
2024
Q2 		$228K Sell
1,315
-326
-20% -$54.3K 0.03% 268
2024
Q1 		$278K Buy
1,641
+380
+30% +$71.2K 0.05% 236
2023
Q4 		$249K Buy
+1,261
New +$223K 0.05% 229
2020
Q1 		– Sell
-3,229
Closed -$427K – 197
2019
Q4 		$427K Buy
+3,229
New +$401K 0.1% 113

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
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
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

LVW Advisors's ZTS Position: Q2 2026 in Review

LVW Advisors reduced its Zoetis (ZTS) stake by 18% in Q2 2026, selling an estimated $61.5K and leaving 2,947 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #438.

LVW Advisors first reported a position in ZTS in Q4 2019 and has held it in 12 quarters since. The position peaked at $916K in Q2 2025. 590 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • LVW Advisors held 2,947 shares of Zoetis worth $212K as of Q2 2026.
  • LVW Advisors sold 653 Zoetis shares in Q2 2026, an estimated $61.5K.
  • Zoetis made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #438 holding.
  • LVW Advisors first reported a position in Zoetis in Q4 2019 and has held it in 12 quarters since.
  • LVW Advisors's Zoetis position peaked at $916K in Q2 2025.
  • 590 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.