James T. Borello RIA
ZTS icon

James T. Borello RIA’s Zoetis ZTS Stock Holding History

James T. Borello RIA’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
Q3 		$16.6K Sell
238
-51
-18% -$3.81K ﹤0.01% 472
2026
Q2 		$20.8K Buy
289
+118
+69% +$11.1K ﹤0.01% 401
2026
Q1 		$20.2K Buy
171
+6
+4% +$742 0.01% 375
2025
Q4 		$20.8K Buy
165
+46
+39% +$6K 0.01% 275
2025
Q3 		$17.4K Buy
119
+19
+19% +$2.87K ﹤0.01% 243
2025
Q2 		$15.6K Hold
100
– – ﹤0.01% 194
2025
Q1 		$16.5K Buy
+100
New +$16.6K 0.01% 160

Other funds holding ZTS

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

James T. Borello RIA's ZTS Position: Q3 2026 in Review

James T. Borello RIA reduced its Zoetis (ZTS) stake by 18% in Q3 2026, selling an estimated $3.81K and leaving 238 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

James T. Borello RIA first reported a position in ZTS in Q1 2025 and has held it in 7 quarters since. The position peaked at $20.8K in Q2 2026. 324 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • James T. Borello RIA held 238 shares of Zoetis worth $16.6K as of Q3 2026.
  • James T. Borello RIA sold 51 Zoetis shares in Q3 2026, an estimated $3.81K.
  • Zoetis made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #472 holding.
  • James T. Borello RIA first reported a position in Zoetis in Q1 2025 and has held it in 7 quarters since.
  • James T. Borello RIA's Zoetis position peaked at $20.8K in Q2 2026.
  • 324 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.