Martel Wealth Advisors
ZTS icon

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
Q3 		– Sell
-3,512
Closed -$252K – 65
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Martel Wealth Advisors's ZTS Position: Q3 2026 in Review

Martel Wealth Advisors sold out of Zoetis (ZTS) in Q3 2026, closing a stake of 3,512 shares — an estimated $252K sold.

Martel Wealth Advisors first reported a position in ZTS in Q4 2024 and held it in 7 quarters. The position peaked at $494K in Q1 2025. 1,164 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • Martel Wealth Advisors reported no remaining Zoetis position as of Q3 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 3,512 Zoetis shares in Q3 2026, an estimated $252K.
  • Martel Wealth Advisors first reported a position in Zoetis in Q4 2024 and held it in 7 quarters.
  • Martel Wealth Advisors's Zoetis position peaked at $494K in Q1 2025.
  • 1,164 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.