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Broadway Wealth Solutions’s Zoetis ZTS Stock Holding History

Broadway Wealth Solutions’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
Q4 		– Sell
-2,026
Closed -$296K – 101
2025
Q3 		$296K Buy
2,026
+214
+12% +$32.3K 0.17% 70
2025
Q2 		$283K Buy
1,812
+66
+4% +$10.5K 0.18% 69
2025
Q1 		$287K Buy
1,746
+73
+4% +$12.1K 0.21% 59
2024
Q4 		$273K Buy
+1,673
New +$299K 0.21% 71

Other funds holding ZTS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Broadway Wealth Solutions's ZTS Position: Q4 2025 in Review

Broadway Wealth Solutions sold out of Zoetis (ZTS) in Q4 2025, closing a stake of 2,026 shares — an estimated $296K sold.

Broadway Wealth Solutions first reported a position in ZTS in Q4 2024 and held it in 4 quarters. The position peaked at $296K in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ZTS as of Q4 2025.

  • Broadway Wealth Solutions reported no remaining Zoetis position as of Q4 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 2,026 Zoetis shares in Q4 2025, an estimated $296K.
  • Broadway Wealth Solutions first reported a position in Zoetis in Q4 2024 and held it in 4 quarters.
  • Broadway Wealth Solutions's Zoetis position peaked at $296K in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Zoetis as of Q4 2025.

Based on Broadway Wealth Solutions's 13F filing for Q4 2025, filed 29 Jan 2026.