Roberts Wealth Advisors
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Roberts Wealth Advisors’s Zoetis ZTS Stock Holding History

Roberts 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
-13,555
Closed -$974K – 111
2026
Q2 		$974K Sell
13,555
-649
-5% -$61.1K 0.22% 70
2026
Q1 		$1.68M Sell
14,204
-53
-0.4% -$6.55K 0.43% 60
2025
Q4 		$1.79M Sell
14,257
-5,240
-27% -$683K 0.47% 56
2025
Q3 		$2.85M Sell
19,497
-251
-1% -$37.9K 0.76% 44
2025
Q2 		$3.08M Buy
19,748
+586
+3% +$92.9K 0.89% 40
2025
Q1 		$3.16M Buy
19,162
+170
+0.9% +$28.3K 0.97% 31
2024
Q4 		$3.17M Buy
18,992
+338
+2% +$60.4K 0.96% 33
2024
Q3 		$3.5M Sell
18,654
-6,800
-27% -$1.25M 1.13% 33
2024
Q2 		$4.44M Buy
25,454
+1,036
+4% +$172K 1.51% 20
2024
Q1 		$3.66M Buy
24,418
+816
+3% +$153K 1.37% 26
2023
Q4 		$13.9M Buy
23,602
+273
+1% +$48.3K 2.17% 15
2023
Q3 		$4.09M Buy
23,329
+525
+2% +$95.3K 1.8% 15
2023
Q2 		$3.93M Buy
22,804
+1,297
+6% +$224K 1.73% 18
2023
Q1 		$3.59M Buy
21,507
+1,215
+6% +$199K 1.65% 19
2022
Q4 		$2.98M Buy
20,292
+2,986
+17% +$442K 1.44% 22
2022
Q3 		$2.64M Buy
17,306
+313
+2% +$52.3K 1.3% 29
2022
Q2 		$3.02M Buy
16,993
+447
+3% +$77.3K 1.32% 24
2022
Q1 		$3.16M Buy
16,546
+426
+3% +$84.2K 1.24% 29
2021
Q4 		$3.77M Buy
16,120
+15
+0.1% +$3.29K 1.36% 24
2021
Q3 		$3.13M Buy
+16,105
New +$3.25M 1.24% 28

Other funds holding ZTS

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

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

Roberts Wealth Advisors sold out of Zoetis (ZTS) in Q3 2026, closing a stake of 13,555 shares — an estimated $974K sold.

Roberts Wealth Advisors first reported a position in ZTS in Q3 2021 and held it in 20 quarters. The position peaked at $13.9M in Q4 2023. 483 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • Roberts Wealth Advisors reported no remaining Zoetis position as of Q3 2026 after selling out during the quarter.
  • Roberts Wealth Advisors sold 13,555 Zoetis shares in Q3 2026, an estimated $974K.
  • Roberts Wealth Advisors first reported a position in Zoetis in Q3 2021 and held it in 20 quarters.
  • Roberts Wealth Advisors's Zoetis position peaked at $13.9M in Q4 2023.
  • 483 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

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