Bernard Wealth Management’s Zoetis ZTS Stock Holding History

Bernard 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	-4	Closed	-$659	–	404
2025 Q1	$659	Buy	+4	New	+$665	﹤0.01%	360

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Bernard Wealth Management's ZTS Position: Q2 2025 in Review

Bernard Wealth Management sold out of Zoetis (ZTS) in Q2 2025, closing a stake of 4 shares — an estimated $659 sold.

Bernard Wealth Management first reported a position in ZTS in Q1 2025 and held it in 1 quarter. The position peaked at $659 in Q1 2025. 1,870 funds tracked by Wall St. Rank hold ZTS as of Q2 2025.

Bernard Wealth Management reported no remaining Zoetis position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 4 Zoetis shares in Q2 2025, an estimated $659.
Bernard Wealth Management first reported a position in Zoetis in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Zoetis position peaked at $659 in Q1 2025.
1,870 funds tracked by Wall St. Rank held Zoetis as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.