CWM
ZTS icon

Congress Wealth Management’s Zoetis ZTS Stock Holding History

Congress 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
Q2 		$13.5M Buy
86,506
+767
+0.9% +$122K 0.13% 184
2025
Q1 		$14.1M Buy
85,739
+1,104
+1% +$184K 0.17% 154
2024
Q4 		$13.8M Sell
84,635
-22,132
-21% -$3.96M 0.19% 157
2024
Q3 		$20.9M Buy
106,767
+1,253
+1% +$231K 0.28% 93
2024
Q2 		$18.3M Buy
105,514
+2,504
+2% +$417K 0.29% 88
2024
Q1 		$17.4M Sell
103,010
-495
-0.5% -$92.7K 0.3% 85
2023
Q4 		$20.4M Buy
103,505
+2,510
+2% +$444K 0.38% 58
2023
Q3 		$17.6M Buy
100,995
+854
+0.9% +$155K 0.36% 61
2023
Q2 		$17.2M Sell
100,141
-40
-0% -$6.92K 0.4% 57
2023
Q1 		$16.7M Buy
100,181
+222
+0.2% +$36.4K 0.4% 53
2022
Q4 		$14.6M Sell
99,959
-4,321
-4% -$639K 0.38% 57
2022
Q3 		$15.5M Sell
104,280
-4,192
-4% -$701K 0.42% 52
2022
Q2 		$18.6M Sell
108,472
-1,889
-2% -$327K 0.48% 46
2022
Q1 		$20.8M Buy
110,361
+1,716
+2% +$339K 0.45% 56
2021
Q4 		$26.5M Buy
+108,645
New +$23.8M 0.53% 47

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's ZTS Position: Q2 2025 in Review

Congress Wealth Management increased its Zoetis (ZTS) stake by 0.89% in Q2 2025, buying an estimated $122K and bringing the position to 86,506 shares worth $13.5M. The position accounts for 0.13% of the portfolio, ranked #184.

Congress Wealth Management first reported a position in ZTS in Q4 2021 and has held it in 15 quarters since. The position peaked at $26.5M in Q4 2021. 1,872 funds tracked by Wall St. Rank hold ZTS as of Q2 2025.

  • Congress Wealth Management held 86,506 shares of Zoetis worth $13.5M as of Q2 2025.
  • Congress Wealth Management bought 767 Zoetis shares in Q2 2025, an estimated $122K.
  • Zoetis made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #184 holding.
  • Congress Wealth Management first reported a position in Zoetis in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Zoetis position peaked at $26.5M in Q4 2021.
  • 1,872 funds tracked by Wall St. Rank held Zoetis as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.