Mount Yale Investment Advisors’s Zoetis ZTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29M | Buy |
10,898
+7,840
| +256% | +$969K | 0.03% | 465 |
|
|
2025
Q4 | $385K | Sell |
3,058
-1,034
| -25% | -$135K | 0.02% | 523 |
|
|
2025
Q3 | $599K | Sell |
4,092
-2,451
| -37% | -$370K | 0.04% | 385 |
|
|
2025
Q2 | $1.02M | Buy |
6,543
+2,106
| +47% | +$334K | 0.08% | 201 |
|
|
2025
Q1 | $731K | Sell |
4,437
-4
| -0.1% | -$665 | 0.06% | 248 |
|
|
2024
Q4 | $724K | Sell |
4,441
-62
| -1% | -$11.1K | 0.06% | 265 |
|
|
2024
Q3 | $880K | Buy |
4,503
+137
| +3% | +$25.2K | 0.08% | 220 |
|
|
2024
Q2 | $757K | Buy |
4,366
+493
| +13% | +$82K | 0.06% | 258 |
|
|
2024
Q1 | $655K | Sell |
3,873
-105
| -3% | -$19.7K | 0.05% | 301 |
|
|
2023
Q4 | $785K | Sell |
3,978
-76
| -2% | -$13.5K | 0.07% | 240 |
|
|
2023
Q3 | $705K | Buy |
4,054
+11
| +0.3% | +$2K | 0.08% | 247 |
|
|
2023
Q2 | $696K | Sell |
4,043
-2,309
| -36% | -$399K | 0.07% | 259 |
|
|
2023
Q1 | $1.06M | Sell |
6,352
-2,198
| -26% | -$360K | 0.12% | 171 |
|
|
2022
Q4 | $1.25M | Buy |
8,550
+1,471
| +21% | +$218K | 0.14% | 151 |
|
|
2022
Q3 | $1.05M | Sell |
7,079
-49
| -0.7% | -$8.19K | 0.14% | 157 |
|
|
2022
Q2 | $1.23M | Sell |
7,128
-438
| -6% | -$75.8K | 0.15% | 150 |
|
|
2022
Q1 | $1.43M | Sell |
7,566
-781
| -9% | -$154K | 0.16% | 145 |
|
|
2021
Q4 | $2.04M | Sell |
8,347
-202
| -2% | -$44.2K | 0.21% | 114 |
|
|
2021
Q3 | $1.66M | Sell |
8,549
-822
| -9% | -$166K | 0.19% | 123 |
|
|
2021
Q2 | $1.75M | Sell |
9,371
-501
| -5% | -$87K | 0.21% | 103 |
|
|
2021
Q1 | $1.55M | Sell |
9,872
-779
| -7% | -$123K | 0.2% | 108 |
|
|
2020
Q4 | $1.76M | Sell |
10,651
-73
| -0.7% | -$11.9K | 0.25% | 94 |
|
|
2020
Q3 | $1.77M | Sell |
10,724
-641
| -6% | -$98.5K | 0.25% | 93 |
|
|
2020
Q2 | $1.56M | Sell |
11,365
-1,644
| -13% | -$215K | 0.28% | 88 |
|
|
2020
Q1 | $1.53M | Sell |
13,009
-144
| -1% | -$19K | 0.35% | 72 |
|
|
2019
Q4 | $1.76M | Sell |
13,153
-1,987
| -13% | -$247K | 0.31% | 83 |
|
|
2019
Q3 | $1.77M | Sell |
15,140
-836
| -5% | -$101K | 0.32% | 80 |
|
|
2019
Q2 | $1.93M | Sell |
15,976
-118
| -0.7% | -$12.4K | 0.36% | 65 |
|
|
2019
Q1 | $1.62M | Sell |
16,094
-4
| -0% | -$363 | 0.3% | 78 |
|
|
2018
Q4 | $1.39M | Buy |
16,098
+15,588
| +3,056% | +$1.4M | 0.28% | 90 |
|
|
2018
Q3 | $49K | Hold |
510
| – | – | 0.01% | 602 |
|
|
2018
Q2 | $43K | Hold |
510
| – | – | 0.01% | 660 |
|
|
2018
Q1 | $43K | Buy |
+510
| New | +$40.2K | 0.01% | 639 |
|
Other funds holding ZTS
VCM
VPM
Mount Yale Investment Advisors's ZTS Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Zoetis (ZTS) stake by 256% in Q1 2026, buying an estimated $969K and bringing the position to 10,898 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #465.
Mount Yale Investment Advisors first reported a position in ZTS in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.04M in Q4 2021. 1,611 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.
- Mount Yale Investment Advisors held 10,898 shares of Zoetis worth $1.29M as of Q1 2026.
- Mount Yale Investment Advisors bought 7,840 Zoetis shares in Q1 2026, an estimated $969K.
- Zoetis made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #465 holding.
- Mount Yale Investment Advisors first reported a position in Zoetis in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Zoetis position peaked at $2.04M in Q4 2021.
- 1,611 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.