Briaud Financial Planning’s Zoetis ZTS Stock Holding History

Briaud Financial Planning’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	-1,022	Closed	-$159K	–	354
2025 Q2	$159K	Buy	1,022 +35	+4%	+$5.55K	0.06%	51
2025 Q1	$162K	Hold	987	–	–	0.06%	43
2024 Q4	$160K	Hold	987	–	–	0.07%	39
2024 Q3	$192K	Hold	987	–	–	0.1%	28
2024 Q2	$171K	Hold	987	–	–	0.1%	27
2024 Q1	$168K	Buy	+987	New	+$185K	0.1%	26
2023 Q4	–	Sell	-1,004	Closed	-$174K	–	174
2023 Q3	$174K	Buy	+1,004	New	+$182K	0.14%	23
2022 Q1	–	Sell	-1,004	Closed	-$245K	–	30
2021 Q4	$245K	Buy	+1,004	New	+$220K	0.13%	20
2021 Q1	–	Sell	-166	Closed	-$202	–	25
2020 Q4	$202	Sell	166 -1,059	-86%	-$172K	0.13%	20
2020 Q3	$202K	Buy	+1,225	New	+$188K	0.15%	17

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Briaud Financial Planning's ZTS Position: Q3 2025 in Review

Briaud Financial Planning sold out of Zoetis (ZTS) in Q3 2025, closing a stake of 1,022 shares — an estimated $159K sold.

Briaud Financial Planning first reported a position in ZTS in Q3 2020 and held it in 10 quarters. The position peaked at $245K in Q4 2021. 1,800 funds tracked by Wall St. Rank hold ZTS as of Q3 2025.

Briaud Financial Planning reported no remaining Zoetis position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 1,022 Zoetis shares in Q3 2025, an estimated $159K.
Briaud Financial Planning first reported a position in Zoetis in Q3 2020 and held it in 10 quarters.
Briaud Financial Planning's Zoetis position peaked at $245K in Q4 2021.
1,800 funds tracked by Wall St. Rank held Zoetis as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.