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Plan A Wealth’s Zoetis ZTS Stock Holding History

Plan A Wealth’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 		$308K Buy
4,410
+383
+10% +$28.6K 0.11% 128
2026
Q2 		$289K Buy
4,027
+1,500
+59% +$141K 0.12% 128
2026
Q1 		$299K Buy
2,527
+484
+24% +$59.9K 0.14% 119
2025
Q4 		$257K Buy
2,043
+190
+10% +$24.8K 0.13% 132
2025
Q3 		$271K Buy
1,853
+208
+13% +$31.4K 0.14% 125
2025
Q2 		$257K Buy
+1,645
New +$261K 0.15% 124

Other funds holding ZTS

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Plan A Wealth's ZTS Position: Q3 2026 in Review

Plan A Wealth increased its Zoetis (ZTS) stake by 9.5% in Q3 2026, buying an estimated $28.6K and bringing the position to 4,410 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #128.

Plan A Wealth first reported a position in ZTS in Q2 2025 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • Plan A Wealth held 4,410 shares of Zoetis worth $308K as of Q3 2026.
  • Plan A Wealth bought 383 Zoetis shares in Q3 2026, an estimated $28.6K.
  • Zoetis made up 0.11% of Plan A Wealth's portfolio in Q3 2026, its #128 holding.
  • Plan A Wealth first reported a position in Zoetis in Q2 2025 and has held it in 6 quarters since.
  • 56 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.