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Geller Advisors’s Zoetis ZTS Stock Holding History

Geller Advisors’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
2024
Q4 		$433K Buy
2,658
+3
+0.1% +$537 0.03% 149
2024
Q3 		$519K Sell
2,655
-5
-0.2% -$921 0.04% 136
2024
Q2 		$461K Sell
2,660
-22
-0.8% -$3.66K 0.03% 149
2024
Q1 		$454K Buy
2,682
+1,095
+69% +$205K 0.04% 160
2023
Q4 		$313K Sell
1,587
-31
-2% -$5.49K 0.03% 194
2023
Q3 		$282K Sell
1,618
-190
-11% -$34.5K 0.03% 197
2023
Q2 		$311K Sell
1,808
-216
-11% -$37.3K 0.04% 180
2023
Q1 		$337K Buy
2,024
+342
+20% +$56.1K 0.05% 108
2022
Q4 		$246K Buy
1,682
+1
+0.1% +$148 0.04% 123
2022
Q3 		$249K Hold
1,681
– – 0.05% 102
2022
Q2 		$289K Sell
1,681
-2
-0.1% -$346 0.06% 90
2022
Q1 		$317K Buy
1,683
+121
+8% +$23.9K 0.06% 99
2021
Q4 		$381K Hold
1,562
– – 0.07% 88
2021
Q3 		$303K Sell
1,562
-118
-7% -$23.8K 0.07% 104
2021
Q2 		$313K Buy
1,680
+15
+0.9% +$2.6K 0.07% 89
2021
Q1 		$262K Buy
+1,665
New +$264K 0.06% 92

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geller Advisors's ZTS Position: Q4 2024 in Review

Geller Advisors increased its Zoetis (ZTS) stake by 0.11% in Q4 2024, buying an estimated $537 and bringing the position to 2,658 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #149.

Geller Advisors first reported a position in ZTS in Q1 2021 and has held it in 16 quarters since. The position peaked at $519K in Q3 2024. 1,870 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • Geller Advisors held 2,658 shares of Zoetis worth $433K as of Q4 2024.
  • Geller Advisors bought 3 Zoetis shares in Q4 2024, an estimated $537.
  • Zoetis made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #149 holding.
  • Geller Advisors first reported a position in Zoetis in Q1 2021 and has held it in 16 quarters since.
  • Geller Advisors's Zoetis position peaked at $519K in Q3 2024.
  • 1,870 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.