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Martel Wealth Advisors’s Zoetis ZTS Stock Holding History

Martel Wealth 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 		$252K Buy
3,512
+512
+17% +$48.2K 0.04% 54
2026
Q1 		$355K Hold
3,000
– – 0.06% 58
2025
Q4 		$377K Hold
3,000
– – 0.06% 51
2025
Q3 		$439K Hold
3,000
– – 0.08% 47
2025
Q2 		$468K Hold
3,000
– – 0.09% 46
2025
Q1 		$494K Hold
3,000
– – 0.1% 44
2024
Q4 		$489K Buy
+3,000
New +$537K 0.1% 44

Other funds holding ZTS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Martel Wealth Advisors's ZTS Position: Q2 2026 in Review

Martel Wealth Advisors increased its Zoetis (ZTS) stake by 17% in Q2 2026, buying an estimated $48.2K and bringing the position to 3,512 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #54.

Martel Wealth Advisors first reported a position in ZTS in Q4 2024 and has held it in 7 quarters since. The position peaked at $494K in Q1 2025. 200 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Martel Wealth Advisors held 3,512 shares of Zoetis worth $252K as of Q2 2026.
  • Martel Wealth Advisors bought 512 Zoetis shares in Q2 2026, an estimated $48.2K.
  • Zoetis made up 0.04% of Martel Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Martel Wealth Advisors first reported a position in Zoetis in Q4 2024 and has held it in 7 quarters since.
  • Martel Wealth Advisors's Zoetis position peaked at $494K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.