Atria Wealth Solutions’s Zoetis ZTS Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.3M	Sell	8,285 -9,142	-52%	-$1.45M	0.03%	550
2025 Q1	$2.87M	Buy	17,427 +3,318	+24%	+$552K	0.03%	508
2024 Q4	$2.3M	Sell	14,109 -1,610	-10%	-$288K	0.03%	596
2024 Q3	$3.07M	Sell	15,719 -1,314	-8%	-$242K	0.03%	489
2024 Q2	$2.95M	Buy	17,033 +446	+3%	+$74.2K	0.03%	494
2024 Q1	$2.81M	Sell	16,587 -31	-0.2%	-$5.81K	0.03%	516
2023 Q4	$3.28M	Buy	16,618 +643	+4%	+$114K	0.04%	437
2023 Q3	$2.78M	Buy	15,975 +70	+0.4%	+$12.7K	0.04%	463
2023 Q2	$2.74M	Sell	15,905 -700	-4%	-$121K	0.04%	469
2023 Q1	$2.76M	Sell	16,605 -1,950	-11%	-$320K	0.04%	431
2022 Q4	$2.72M	Sell	18,555 -293	-2%	-$43.4K	0.04%	413
2022 Q3	$2.79M	Sell	18,848 -1,285	-6%	-$215K	0.05%	371
2022 Q2	$3.46M	Buy	20,133 +7,184	+55%	+$1.24M	0.07%	309
2022 Q1	$2.44M	Buy	+12,949	New	+$2.56M	0.04%	429

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return