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Cherry Tree Wealth Management’s Zoetis ZTS Stock Holding History

Cherry Tree 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
2026
Q1 		$135K Hold
1,138
– – 0.03% 188
2025
Q4 		$143K Sell
1,138
-12
-1% -$1.56K 0.03% 191
2025
Q3 		$168K Buy
1,150
+2
+0.2% +$302 0.04% 173
2025
Q2 		$179K Sell
1,148
-100
-8% -$15.9K 0.04% 164
2025
Q1 		$205K Hold
1,248
– – 0.05% 157
2024
Q4 		$203K Hold
1,248
– – 0.05% 157
2024
Q3 		$244K Hold
1,248
– – 0.06% 151
2024
Q2 		$216K Buy
1,248
+82
+7% +$13.6K 0.05% 153
2024
Q1 		$197K Hold
1,166
– – 0.05% 159
2023
Q4 		$230K Hold
1,166
– – 0.06% 141
2023
Q3 		$203K Sell
1,166
-2
-0.2% -$363 0.06% 141
2023
Q2 		$201K Buy
+1,168
New +$202K 0.06% 140

Other funds holding ZTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cherry Tree Wealth Management's ZTS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Zoetis (ZTS) position steady in Q1 2026 at 1,138 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #188.

Cherry Tree Wealth Management first reported a position in ZTS in Q2 2023 and has held it in 12 quarters since. The position peaked at $244K in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • Cherry Tree Wealth Management held 1,138 shares of Zoetis worth $135K as of Q1 2026.
  • Cherry Tree Wealth Management left its Zoetis share count unchanged in Q1 2026.
  • Zoetis made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #188 holding.
  • Cherry Tree Wealth Management first reported a position in Zoetis in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Zoetis position peaked at $244K in Q3 2024.
  • 1,616 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.