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Berger Financial Group’s Zoetis ZTS Stock Holding History

Berger Financial Group’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
-4,439
Closed -$723K – 439
2024
Q4 		$723K Sell
4,439
-1,174
-21% -$210K 0.05% 207
2024
Q3 		$1.1M Buy
+5,613
New +$1.03M 0.08% 156
2024
Q2 		– Sell
-1,206
Closed -$204K – 382
2024
Q1 		$204K Sell
1,206
-222
-16% -$41.6K 0.02% 352
2023
Q4 		$282K Sell
1,428
-4
-0.3% -$708 0.03% 243
2023
Q3 		$249K Sell
1,432
-111
-7% -$20.2K 0.03% 239
2023
Q2 		$266K Sell
1,543
-35
-2% -$6.05K 0.03% 233
2023
Q1 		$263K Buy
1,578
+2
+0.1% +$328 0.03% 226
2022
Q4 		$231K Sell
1,576
-53
-3% -$7.84K 0.03% 235
2022
Q3 		$242K Sell
1,629
-74
-4% -$12.4K 0.04% 211
2022
Q2 		$293K Sell
1,703
-242
-12% -$41.9K 0.04% 186
2022
Q1 		$367K Sell
1,945
-155
-7% -$30.6K 0.05% 177
2021
Q4 		$512K Buy
+2,100
New +$460K 0.07% 150

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

Berger Financial Group's ZTS Position: Q1 2025 in Review

Berger Financial Group sold out of Zoetis (ZTS) in Q1 2025, closing a stake of 4,439 shares — an estimated $723K sold.

Berger Financial Group first reported a position in ZTS in Q4 2021 and held it in 12 quarters. The position peaked at $1.1M in Q3 2024. 1,891 funds tracked by Wall St. Rank hold ZTS as of Q1 2025.

  • Berger Financial Group reported no remaining Zoetis position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 4,439 Zoetis shares in Q1 2025, an estimated $723K.
  • Berger Financial Group first reported a position in Zoetis in Q4 2021 and held it in 12 quarters.
  • Berger Financial Group's Zoetis position peaked at $1.1M in Q3 2024.
  • 1,891 funds tracked by Wall St. Rank held Zoetis as of Q1 2025.

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