Bellwether Advisors’s Zoetis ZTS Stock Holding History

Bellwether 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 Q3	–	Sell	-344	Closed	-$53.6K	–	595
2025 Q2	$53.6K	Sell	344 -154	-31%	-$24.4K	0.01%	219
2025 Q1	$82K	Buy	498 +135	+37%	+$22.4K	0.02%	190
2024 Q4	$59.1K	Buy	+363	New	+$64.9K	0.01%	222
2024 Q2	–	Sell	-11,722	Closed	-$1.98M	–	140
2024 Q1	$1.98M	Buy	+11,722	New	+$2.2M	0.44%	54
2023 Q2	–	Sell	-275	Closed	-$45.8K	–	489
2023 Q1	$45.8K	Hold	275	–	–	0.01%	197
2022 Q4	$40.3K	Sell	275 -74	-21%	-$10.9K	0.01%	204
2022 Q3	$51K	Buy	349 +74	+27%	+$12.4K	0.02%	161
2022 Q2	$47K	Sell	275 -31	-10%	-$5.36K	0.02%	171
2022 Q1	$57K	Hold	306	–	–	0.02%	190
2021 Q4	$74K	Hold	306	–	–	0.02%	173
2021 Q3	$59K	Buy	306 +31	+11%	+$6.26K	0.02%	195
2021 Q2	$51K	Sell	275 -25	-8%	-$4.34K	0.02%	182
2021 Q1	$47K	Hold	300	–	–	0.02%	171
2020 Q4	$49K	Buy	+300	New	+$48.8K	0.02%	164

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

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