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Modera Wealth Management’s Zoetis ZTS Stock Holding History

Modera Wealth Management’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
Q1 		$3.54M Buy
29,952
+1,026
+4% +$127K 0.04% 206
2025
Q4 		$3.64M Sell
28,926
-3,197
-10% -$417K 0.04% 214
2025
Q3 		$4.7M Sell
32,123
-347
-1% -$52.5K 0.05% 186
2025
Q2 		$5.06M Buy
32,470
+1,579
+5% +$250K 0.06% 181
2025
Q1 		$5.09M Buy
30,891
+1,250
+4% +$208K 0.07% 174
2024
Q4 		$4.83M Buy
29,641
+3,217
+12% +$575K 0.06% 182
2024
Q3 		$5.16M Buy
26,424
+4,517
+21% +$832K 0.07% 161
2024
Q2 		$3.8M Buy
21,907
+19,961
+1,026% +$3.32M 0.06% 179
2024
Q1 		$329K Buy
1,946
+117
+6% +$21.9K 0.01% 466
2023
Q4 		$361K Sell
1,829
-99
-5% -$17.5K 0.01% 431
2023
Q3 		$335K Sell
1,928
-622
-24% -$113K 0.01% 428
2023
Q2 		$439K Buy
+2,550
New +$441K 0.01% 399
2022
Q1 		– Sell
-5,050
Closed -$1.23M – 603
2021
Q4 		$1.23M Buy
5,050
+3,567
+241% +$781K 0.05% 155
2021
Q3 		$288K Buy
+1,483
New +$299K 0.01% 215
2021
Q1 		– Sell
-1,623
Closed -$269K – 254
2020
Q4 		$269K Buy
+1,623
New +$264K 0.02% 195

Other funds holding ZTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Modera Wealth Management's ZTS Position: Q1 2026 in Review

Modera Wealth Management increased its Zoetis (ZTS) stake by 3.5% in Q1 2026, buying an estimated $127K and bringing the position to 29,952 shares worth $3.54M. The position accounts for 0.04% of the portfolio, ranked #206.

Modera Wealth Management first reported a position in ZTS in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.16M in Q3 2024. 1,605 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • Modera Wealth Management held 29,952 shares of Zoetis worth $3.54M as of Q1 2026.
  • Modera Wealth Management bought 1,026 Zoetis shares in Q1 2026, an estimated $127K.
  • Zoetis made up 0.04% of Modera Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Modera Wealth Management first reported a position in Zoetis in Q4 2020 and has held it in 15 quarters since.
  • Modera Wealth Management's Zoetis position peaked at $5.16M in Q3 2024.
  • 1,605 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.