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United Financial Planning Group’s Zoetis ZTS Stock Holding History

United Financial Planning Group’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 		– Sell
-43
Closed -$5.08K – 543
2026
Q1 		$5.08K Buy
43
+19
+79% +$2.35K ﹤0.01% 315
2025
Q4 		$3.02K Buy
+24
New +$3.13K ﹤0.01% 310

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State Street
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State Farm Mutual Automobile Insurance
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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

United Financial Planning Group's ZTS Position: Q2 2026 in Review

United Financial Planning Group sold out of Zoetis (ZTS) in Q2 2026, closing a stake of 43 shares — an estimated $5.08K sold.

United Financial Planning Group first reported a position in ZTS in Q4 2025 and held it in 2 quarters. The position peaked at $5.08K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold ZTS as of Q2 2026.

  • United Financial Planning Group reported no remaining Zoetis position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 43 Zoetis shares in Q2 2026, an estimated $5.08K.
  • United Financial Planning Group first reported a position in Zoetis in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's Zoetis position peaked at $5.08K in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Zoetis as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.