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Avantra Family Wealth’s Zoetis ZTS Stock Holding History

Avantra Family Wealth’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
Q3 		– Sell
-1,307
Closed -$204K – 177
2025
Q2 		$204K Hold
1,307
– – 0.17% 131
2025
Q1 		$215K Hold
1,307
– – 0.21% 141
2024
Q4 		$213K Buy
+1,307
New +$234K 0.2% 143

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantra Family Wealth's ZTS Position: Q3 2025 in Review

Avantra Family Wealth sold out of Zoetis (ZTS) in Q3 2025, closing a stake of 1,307 shares — an estimated $204K sold.

Avantra Family Wealth first reported a position in ZTS in Q4 2024 and held it in 3 quarters. The position peaked at $215K in Q1 2025. 1,806 funds tracked by Wall St. Rank hold ZTS as of Q3 2025.

  • Avantra Family Wealth reported no remaining Zoetis position as of Q3 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 1,307 Zoetis shares in Q3 2025, an estimated $204K.
  • Avantra Family Wealth first reported a position in Zoetis in Q4 2024 and held it in 3 quarters.
  • Avantra Family Wealth's Zoetis position peaked at $215K in Q1 2025.
  • 1,806 funds tracked by Wall St. Rank held Zoetis as of Q3 2025.

Based on Avantra Family Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.