SFMG Wealth Advisors’s Zoetis ZTS Stock Holding History

SFMG 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 Q1	$2.85M	Buy	24,129 +1,229	+5%	+$152K	0.19%	58
2025 Q4	$2.88M	Buy	22,900 +1,017	+5%	+$133K	0.19%	58
2025 Q3	$3.2M	Buy	21,883 +2	+0%	+$302	0.22%	52
2025 Q2	$3.41M	Buy	21,881 +1,531	+8%	+$243K	0.26%	53
2025 Q1	$3.35M	Buy	+20,350	New	+$3.38M	0.26%	48
2024 Q4	–	Sell	-1,164	Closed	-$227K	–	289
2024 Q3	$227K	Sell	1,164 -68	-6%	-$12.5K	0.02%	229
2024 Q2	$214K	Sell	1,232 -146	-11%	-$24.3K	0.02%	236
2024 Q1	$233K	Buy	1,378 +22	+2%	+$4.12K	0.02%	225
2023 Q4	$268K	Buy	+1,356	New	+$240K	0.02%	201

Other funds holding ZTS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFMG Wealth Advisors's ZTS Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Zoetis (ZTS) stake by 5.4% in Q1 2026, buying an estimated $152K and bringing the position to 24,129 shares worth $2.85M. The position accounts for 0.19% of the portfolio, ranked #58.

SFMG Wealth Advisors first reported a position in ZTS in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.41M in Q2 2025. 1,605 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

SFMG Wealth Advisors held 24,129 shares of Zoetis worth $2.85M as of Q1 2026.
SFMG Wealth Advisors bought 1,229 Zoetis shares in Q1 2026, an estimated $152K.
Zoetis made up 0.19% of SFMG Wealth Advisors's portfolio in Q1 2026, its #58 holding.
SFMG Wealth Advisors first reported a position in Zoetis in Q4 2023 and has held it in 9 quarters since.
SFMG Wealth Advisors's Zoetis position peaked at $3.41M in Q2 2025.
1,605 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.