Evergreen Private Wealth’s Zoetis ZTS Stock Holding History

Evergreen Private Wealth’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	$5.75M	Buy	48,626 +1,808	+4%	+$224K	2.32%	17
2025 Q4	$5.89M	Buy	46,818 +13,368	+40%	+$1.74M	2.32%	19
2025 Q3	$4.89M	Buy	33,450 +519	+2%	+$78.4K	1.98%	23
2025 Q2	$5.14M	Buy	32,931 +3,184	+11%	+$505K	2.15%	20
2025 Q1	$4.9M	Buy	29,747 +1,201	+4%	+$200K	2.29%	16
2024 Q4	$4.65M	Sell	28,546 -149	-0.5%	-$26.6K	2.18%	19
2024 Q3	$5.61M	Buy	28,695 +611	+2%	+$113K	2.6%	15
2024 Q2	$4.87M	Buy	28,084 +714	+3%	+$119K	2.4%	15
2024 Q1	$4.63M	Sell	27,370 -2,262	-8%	-$424K	2.32%	14
2023 Q4	$5.85M	Buy	+29,632	New	+$5.25M	3.15%	6

Other funds holding ZTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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