BSW Wealth Partners’s Zoetis ZTS Stock Holding History

BSW Wealth Partners’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	-1,627	Closed	-$254K	–	351
2025 Q2	$254K	Buy	1,627 +86	+6%	+$13.6K	0.03%	270
2025 Q1	$254K	Buy	+1,541	New	+$256K	0.04%	255
2024 Q1	–	Sell	-1,925	Closed	-$380K	–	321
2023 Q4	$380K	Buy	1,925 +12	+0.6%	+$2.12K	0.08%	156
2023 Q3	$333K	Sell	1,913 -339	-15%	-$61.5K	0.07%	154
2023 Q2	$388K	Sell	2,252 -16	-0.7%	-$2.77K	0.08%	144
2023 Q1	$378K	Buy	2,268 +599	+36%	+$98.2K	0.08%	182
2022 Q4	$245K	Sell	1,669 -883	-35%	-$131K	0.05%	250
2022 Q3	$378K	Buy	2,552 +167	+7%	+$27.9K	0.09%	144
2022 Q2	$410K	Buy	2,385 +28	+1%	+$4.84K	0.1%	141
2022 Q1	$445K	Buy	2,357 +171	+8%	+$33.8K	0.11%	139
2021 Q4	$533K	Buy	2,186 +105	+5%	+$23K	0.13%	114
2021 Q3	$404K	Buy	2,081 +64	+3%	+$12.9K	0.11%	128
2021 Q2	$376K	Buy	2,017 +419	+26%	+$72.8K	0.1%	136
2021 Q1	$252K	Buy	+1,598	New	+$253K	0.07%	173

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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