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Bright Futures Wealth Management’s Zoetis ZTS Stock Holding History

Bright Futures 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
Q1 		$702K Sell
4,781
-602
-11% -$100K 0.77% 45
2024
Q4 		$916K Buy
+5,383
New +$963K 0.82% 42

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bright Futures Wealth Management's ZTS Position: Q1 2025 in Review

Bright Futures Wealth Management reduced its Zoetis (ZTS) stake by 11% in Q1 2025, selling an estimated $100K and leaving 4,781 shares worth $702K. The position accounts for 0.77% of the portfolio, ranked #45.

Bright Futures Wealth Management first reported a position in ZTS in Q4 2024 and has held it in 2 quarters since. The position peaked at $916K in Q4 2024. 1,886 funds tracked by Wall St. Rank hold ZTS as of Q1 2025.

  • Bright Futures Wealth Management held 4,781 shares of Zoetis worth $702K as of Q1 2025.
  • Bright Futures Wealth Management sold 602 Zoetis shares in Q1 2025, an estimated $100K.
  • Zoetis made up 0.77% of Bright Futures Wealth Management's portfolio in Q1 2025, its #45 holding.
  • Bright Futures Wealth Management first reported a position in Zoetis in Q4 2024 and has held it in 2 quarters since.
  • Bright Futures Wealth Management's Zoetis position peaked at $916K in Q4 2024.
  • 1,886 funds tracked by Wall St. Rank held Zoetis as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.