Sax Wealth Advisors’s Zoetis ZTS Stock Holding History

Sax 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 Q2	$296K	Sell	2,503 -307	-11%	-$28.9K	0.01%	448
2026 Q1	$354K	Hold	2,810	–	–	0.02%	355
2025 Q4	$354K	Sell	2,810 -348	-11%	-$45.4K	0.02%	361
2025 Q3	$462K	Sell	3,158 -353	-10%	-$53.4K	0.02%	287
2025 Q2	$548K	Sell	3,511 -410	-10%	-$65K	0.03%	242
2025 Q1	$646K	Buy	+3,921	New	+$652K	0.05%	188
2024 Q4	–	Sell	-1,723	Closed	-$337K	–	340
2024 Q3	$337K	Sell	1,723 -237	-12%	-$43.7K	0.03%	209
2024 Q2	$340K	Buy	+1,960	New	+$326K	0.03%	190

Other funds holding ZTS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sax Wealth Advisors's ZTS Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Zoetis (ZTS) stake by 11% in Q2 2026, selling an estimated $28.9K and leaving 2,503 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #448.

Sax Wealth Advisors first reported a position in ZTS in Q2 2024 and has held it in 8 quarters since. The position peaked at $646K in Q1 2025. 270 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

Sax Wealth Advisors held 2,503 shares of Zoetis worth $296K as of Q2 2026.
Sax Wealth Advisors sold 307 Zoetis shares in Q2 2026, an estimated $28.9K.
Zoetis made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #448 holding.
Sax Wealth Advisors first reported a position in Zoetis in Q2 2024 and has held it in 8 quarters since.
Sax Wealth Advisors's Zoetis position peaked at $646K in Q1 2025.
270 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.