Beverly Hills Private Wealth’s Zoetis ZTS Stock Holding History

Beverly Hills Private Wealth’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
2026 Q1	$600K	Buy	+5,074	New	+$627K	0.1%	167
2025 Q4	–	Sell	-4,845	Closed	-$709K	–	359
2025 Q3	$709K	Sell	4,845 -1,615	-25%	-$244K	0.13%	149
2025 Q2	$1.01M	Sell	6,460 -477	-7%	-$75.6K	0.19%	126
2025 Q1	$1.14M	Buy	6,937 +232	+3%	+$38.6K	0.23%	112
2024 Q4	$1.09M	Buy	6,705 +480	+8%	+$85.8K	0.22%	110
2024 Q3	$1.22M	Sell	6,225 -1,367	-18%	-$252K	0.25%	109
2024 Q2	$1.32M	Sell	7,592 -529	-7%	-$88K	0.29%	93
2024 Q1	$1.37M	Buy	8,121 +821	+11%	+$154K	0.32%	83
2023 Q4	$1.44M	Sell	7,300 -1,402	-16%	-$248K	0.38%	80
2023 Q3	$1.51M	Sell	8,702 -8,674	-50%	-$1.57M	0.45%	66
2023 Q2	$3.1M	Buy	+17,376	New	+$3M	0.51%	61

Other funds holding ZTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Beverly Hills Private Wealth's ZTS Position: Q1 2026 in Review

Beverly Hills Private Wealth opened a new position in Zoetis (ZTS) in Q1 2026: 5,074 shares worth $600K. The stake represents 0.1% of the portfolio and ranks #167 among its holdings. This is a return to the name: Beverly Hills Private Wealth previously reported a position in ZTS as recently as Q3 2025.

Beverly Hills Private Wealth first reported a position in ZTS in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q2 2023. 1,605 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

Beverly Hills Private Wealth held 5,074 shares of Zoetis worth $600K as of Q1 2026.
Zoetis was a new Beverly Hills Private Wealth position in Q1 2026.
Zoetis made up 0.1% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #167 holding.
Beverly Hills Private Wealth first reported a position in Zoetis in Q2 2023 and has held it in 11 quarters since.
Beverly Hills Private Wealth's Zoetis position peaked at $3.1M in Q2 2023.
1,605 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.