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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
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

Other funds holding ZTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's ZTS Position: Q1 2026 in Review

Root Financial Partners increased its Zoetis (ZTS) stake by 66% in Q1 2026, buying an estimated $12.7K and bringing the position to 258 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Root Financial Partners first reported a position in ZTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $61.5K in Q3 2025. 1,605 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • Root Financial Partners held 258 shares of Zoetis worth $30.5K as of Q1 2026.
  • Root Financial Partners bought 103 Zoetis shares in Q1 2026, an estimated $12.7K.
  • Zoetis made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1111 holding.
  • Root Financial Partners first reported a position in Zoetis in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Zoetis position peaked at $61.5K in Q3 2025.
  • 1,605 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.