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 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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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