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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
Q2 		$1.7M Sell
23,725
-404
-2% -$38K 0.1% 89
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
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

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

SFMG Wealth Advisors reduced its Zoetis (ZTS) stake by 1.7% in Q2 2026, selling an estimated $38K and leaving 23,725 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #89.

SFMG Wealth Advisors first reported a position in ZTS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.41M in Q2 2025. 1,429 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • SFMG Wealth Advisors held 23,725 shares of Zoetis worth $1.7M as of Q2 2026.
  • SFMG Wealth Advisors sold 404 Zoetis shares in Q2 2026, an estimated $38K.
  • Zoetis made up 0.1% of SFMG Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • SFMG Wealth Advisors first reported a position in Zoetis in Q4 2023 and has held it in 10 quarters since.
  • SFMG Wealth Advisors's Zoetis position peaked at $3.41M in Q2 2025.
  • 1,429 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.