Axxcess Wealth Management’s Zoetis ZTS Stock Holding History

Axxcess Wealth Management’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	–	Sell	-1,543	Closed	-$254K	–	932
2025 Q1	$254K	Sell	1,543 -33	-2%	-$5.49K	0.01%	740
2024 Q4	$257K	Sell	1,576 -2,421	-61%	-$433K	0.01%	717
2024 Q3	$781K	Buy	3,997 +628	+19%	+$116K	0.02%	447
2024 Q2	$584K	Sell	3,369 -6,457	-66%	-$1.07M	0.02%	495
2024 Q1	$1.66M	Buy	9,826 +1,458	+17%	+$273K	0.05%	285
2023 Q4	$1.65M	Buy	8,368 +345	+4%	+$61.1K	0.05%	276
2023 Q3	$1.4M	Buy	8,023 +6,587	+459%	+$1.2M	0.05%	258
2023 Q2	$247K	Sell	1,436 -1,836	-56%	-$317K	0.02%	505
2023 Q1	$545K	Buy	3,272 +241	+8%	+$39.5K	0.04%	359
2022 Q4	$444K	Sell	3,031 -501	-14%	-$74.1K	0.04%	379
2022 Q3	$523K	Buy	3,532 +203	+6%	+$33.9K	0.05%	310
2022 Q2	$572K	Buy	3,329 +382	+13%	+$66.1K	0.06%	281
2022 Q1	$556K	Buy	2,947 +36	+1%	+$7.12K	0.04%	333
2021 Q4	$710K	Buy	+2,911	New	+$638K	0.05%	285

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