Heartwood Wealth Advisors’s Zoetis ZTS Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-17	Closed	-$2.49K	–	620
2025 Q3	$2.49K	Buy	+17	New	+$2.57K	﹤0.01%	476

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Heartwood Wealth Advisors's ZTS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Zoetis (ZTS) in Q4 2025, closing a stake of 17 shares — an estimated $2.49K sold.

Heartwood Wealth Advisors first reported a position in ZTS in Q3 2025 and held it in 1 quarter. The position peaked at $2.49K in Q3 2025. 1,682 funds tracked by Wall St. Rank hold ZTS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Zoetis position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 17 Zoetis shares in Q4 2025, an estimated $2.49K.
Heartwood Wealth Advisors first reported a position in Zoetis in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Zoetis position peaked at $2.49K in Q3 2025.
1,682 funds tracked by Wall St. Rank held Zoetis as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.