BFO
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Biltmore Family Office’s Zoetis ZTS Stock Holding History

Biltmore Family Office’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
-1,368
Closed -$213K – 300
2025
Q2 		$213K Sell
1,368
-277
-17% -$43.9K 0.04% 200
2025
Q1 		$271K Hold
1,645
– – 0.05% 179
2024
Q4 		$268K Sell
1,645
-126
-7% -$22.5K 0.05% 179
2024
Q3 		$346K Buy
1,771
+85
+5% +$15.7K 0.06% 159
2024
Q2 		$292K Buy
1,686
+126
+8% +$21K 0.05% 157
2024
Q1 		$264K Hold
1,560
– – 0.05% 164
2023
Q4 		$308K Hold
1,560
– – 0.06% 149
2023
Q3 		$271K Buy
1,560
+200
+15% +$36.3K 0.06% 160
2023
Q2 		$234K Sell
1,360
-2,736
-67% -$473K 0.05% 167
2023
Q1 		$682K Sell
4,096
-70
-2% -$11.5K 0.14% 98
2022
Q4 		$611K Buy
4,166
+2,802
+205% +$415K 0.13% 108
2022
Q3 		$202K Buy
1,364
+4
+0.3% +$669 0.05% 164
2022
Q2 		$234K Hold
1,360
– – 0.06% 155
2022
Q1 		$256K Hold
1,360
– – 0.05% 159
2021
Q4 		$332K Hold
1,360
– – 0.06% 159
2021
Q3 		$264K Sell
1,360
-32
-2% -$6.46K 0.06% 156
2021
Q2 		$259K Buy
1,392
+32
+2% +$5.56K 0.07% 146
2021
Q1 		$214K Hold
1,360
– – 0.07% 144
2020
Q4 		$225K Buy
+1,360
New +$221K 0.07% 147

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return