10
ZTS
ZOETIS INC · Health Care
Consensus score 10/100 · #47 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-10
vs 50-day avg
-7.9%
21-day momentum
-8.1%
recent volume
0.94×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-30.7%
30-wk MA slope
-5.6%
rel. strength
-41.0
52-wk range
5%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
3.6%
of their portfolios
Combined value
$1.26B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Ruane Cunniff / Sequoia Quality compounder | 4.8% | $287M | NEW |
| Fundsmith Concentrated | 3.6% | $458M | TRIM |
| Polen Capital Quality growth | 3.5% | $499M | TRIM |
| Wedgewood Partners Quality growth | 2.8% | $13M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.