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Beaumont Financial Advisors’s Zoetis ZTS Stock Holding History

Beaumont Financial Advisors’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
Q1 		– Sell
-1,676
Closed -$273K – 389
2024
Q4 		$273K Buy
1,676
+55
+3% +$9.84K 0.02% 304
2024
Q3 		$317K Sell
1,621
-190
-10% -$35K 0.02% 268
2024
Q2 		$314K Sell
1,811
-44
-2% -$7.32K 0.03% 268
2024
Q1 		$314K Buy
1,855
+440
+31% +$82.4K 0.03% 270
2023
Q4 		$279K Buy
1,415
+105
+8% +$18.6K 0.03% 277
2023
Q3 		$228K Buy
+1,310
New +$238K 0.02% 289
2022
Q1 		– Sell
-1,150
Closed -$281K – 392
2021
Q4 		$281K Hold
1,150
– – 0.02% 285
2021
Q3 		$223K Sell
1,150
-237
-17% -$47.8K 0.02% 328
2021
Q2 		$259K Buy
+1,387
New +$241K 0.02% 316

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beaumont Financial Advisors's ZTS Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of Zoetis (ZTS) in Q1 2025, closing a stake of 1,676 shares — an estimated $273K sold.

Beaumont Financial Advisors first reported a position in ZTS in Q2 2021 and held it in 9 quarters. The position peaked at $317K in Q3 2024. 1,891 funds tracked by Wall St. Rank hold ZTS as of Q1 2025.

  • Beaumont Financial Advisors reported no remaining Zoetis position as of Q1 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,676 Zoetis shares in Q1 2025, an estimated $273K.
  • Beaumont Financial Advisors first reported a position in Zoetis in Q2 2021 and held it in 9 quarters.
  • Beaumont Financial Advisors's Zoetis position peaked at $317K in Q3 2024.
  • 1,891 funds tracked by Wall St. Rank held Zoetis as of Q1 2025.

Based on Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.