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Roehl & Yi Investment Advisors’s Zoetis ZTS Stock Holding History

Roehl & Yi Investment 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
Q2 		– Sell
-3,042
Closed -$360K – 205
2026
Q1 		$360K Buy
+3,042
New +$376K 0.14% 116
2025
Q4 		– Sell
-2,426
Closed -$355K – 181
2025
Q3 		$355K Buy
2,426
+1,030
+74% +$156K 0.15% 114
2025
Q2 		$218K Sell
1,396
-52
-4% -$8.24K 0.11% 139
2025
Q1 		$238K Buy
+1,448
New +$241K 0.13% 134

Other funds holding ZTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Roehl & Yi Investment Advisors's ZTS Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of Zoetis (ZTS) in Q2 2026, closing a stake of 3,042 shares — an estimated $360K sold.

Roehl & Yi Investment Advisors first reported a position in ZTS in Q1 2025 and held it in 4 quarters. The position peaked at $360K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Roehl & Yi Investment Advisors reported no remaining Zoetis position as of Q2 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 3,042 Zoetis shares in Q2 2026, an estimated $360K.
  • Roehl & Yi Investment Advisors first reported a position in Zoetis in Q1 2025 and held it in 4 quarters.
  • Roehl & Yi Investment Advisors's Zoetis position peaked at $360K in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.