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Summit Wealth Group (Colorado)’s Zoetis ZTS Stock Holding History

Summit Wealth Group (Colorado)’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 		$250K Sell
2,111
-121
-5% -$15K 0.03% 289
2025
Q4 		$281K Buy
+2,232
New +$291K 0.04% 216
2025
Q3 		– Sell
-3,124
Closed -$487K – 467
2025
Q2 		$487K Buy
+3,124
New +$495K 0.12% 133

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

Summit Wealth Group (Colorado)'s ZTS Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its Zoetis (ZTS) stake by 5.4% in Q1 2026, selling an estimated $15K and leaving 2,111 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #289.

Summit Wealth Group (Colorado) first reported a position in ZTS in Q2 2025 and has held it in 3 quarters since. The position peaked at $487K in Q2 2025. 1,605 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • Summit Wealth Group (Colorado) held 2,111 shares of Zoetis worth $250K as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 121 Zoetis shares in Q1 2026, an estimated $15K.
  • Zoetis made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #289 holding.
  • Summit Wealth Group (Colorado) first reported a position in Zoetis in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Zoetis position peaked at $487K in Q2 2025.
  • 1,605 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.