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Cyndeo Wealth Partners’s Zoetis ZTS Stock Holding History

Cyndeo 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
Q2 		– Sell
-1,249
Closed -$206K – 496
2025
Q1 		$206K Buy
+1,249
New +$208K 0.01% 430
2024
Q4 		– Sell
-1,250
Closed -$244K – 467
2024
Q3 		$244K Buy
+1,250
New +$230K 0.02% 408

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cyndeo Wealth Partners's ZTS Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Zoetis (ZTS) in Q2 2025, closing a stake of 1,249 shares — an estimated $206K sold.

Cyndeo Wealth Partners first reported a position in ZTS in Q3 2024 and held it in 2 quarters. The position peaked at $244K in Q3 2024. 1,873 funds tracked by Wall St. Rank hold ZTS as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining Zoetis position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 1,249 Zoetis shares in Q2 2025, an estimated $206K.
  • Cyndeo Wealth Partners first reported a position in Zoetis in Q3 2024 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Zoetis position peaked at $244K in Q3 2024.
  • 1,873 funds tracked by Wall St. Rank held Zoetis as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.