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Root Financial Partners’s Zoetis ZTS Stock Holding History

Root Financial Partners’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
-258
Closed -$30.5K – 3262
2026
Q1 		$30.5K Buy
258
+103
+66% +$12.7K ﹤0.01% 1111
2025
Q4 		$19.5K Sell
155
-265
-63% -$34.6K ﹤0.01% 1200
2025
Q3 		$61.5K Buy
+420
New +$63.5K ﹤0.01% 599

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Root Financial Partners's ZTS Position: Q2 2026 in Review

Root Financial Partners sold out of Zoetis (ZTS) in Q2 2026, closing a stake of 258 shares — an estimated $30.5K sold.

Root Financial Partners first reported a position in ZTS in Q3 2025 and held it in 3 quarters. The position peaked at $61.5K in Q3 2025. 1,430 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • Root Financial Partners reported no remaining Zoetis position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 258 Zoetis shares in Q2 2026, an estimated $30.5K.
  • Root Financial Partners first reported a position in Zoetis in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Zoetis position peaked at $61.5K in Q3 2025.
  • 1,430 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.