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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
Q1 		$5.08K Buy
43
+19
+79% +$2.35K ﹤0.01% 315
2025
Q4 		$3.02K Buy
+24
New +$3.13K ﹤0.01% 310

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

United Financial Planning Group's ZTS Position: Q1 2026 in Review

United Financial Planning Group increased its Zoetis (ZTS) stake by 79% in Q1 2026, buying an estimated $2.35K and bringing the position to 43 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

United Financial Planning Group first reported a position in ZTS in Q4 2025 and has held it in 2 quarters since. 1,605 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • United Financial Planning Group held 43 shares of Zoetis worth $5.08K as of Q1 2026.
  • United Financial Planning Group bought 19 Zoetis shares in Q1 2026, an estimated $2.35K.
  • Zoetis made up ﹤0.01% of United Financial Planning Group's portfolio in Q1 2026, its #315 holding.
  • United Financial Planning Group first reported a position in Zoetis in Q4 2025 and has held it in 2 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.