LVW Advisors
ZTS icon

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
Q3 		– Sell
-2,947
Closed -$212K – 514
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% -$54.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

LVW Advisors's ZTS Position: Q3 2026 in Review

LVW Advisors sold out of Zoetis (ZTS) in Q3 2026, closing a stake of 2,947 shares — an estimated $212K sold.

LVW Advisors first reported a position in ZTS in Q4 2019 and held it in 12 quarters. The position peaked at $916K in Q2 2025. 867 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • LVW Advisors reported no remaining Zoetis position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 2,947 Zoetis shares in Q3 2026, an estimated $212K.
  • LVW Advisors first reported a position in Zoetis in Q4 2019 and held it in 12 quarters.
  • LVW Advisors's Zoetis position peaked at $916K in Q2 2025.
  • 867 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.