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Heritage Family Offices’s Zoetis ZTS Stock Holding History

Heritage Family Offices’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
-5,942
Closed -$870K – 220
2025
Q3 		$870K Sell
5,942
-58
-1% -$8.77K 0.4% 58
2025
Q2 		$979K Hold
6,000
– – 0.49% 46
2025
Q1 		$988K Buy
6,000
+564
+10% +$93.8K 0.51% 45
2024
Q4 		$886K Buy
5,436
+18
+0.3% +$3.22K 0.44% 51
2024
Q3 		$1.06M Buy
5,418
+30
+0.6% +$5.53K 0.55% 39
2024
Q2 		$934K Buy
+5,388
New +$897K 0.52% 44

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Heritage Family Offices's ZTS Position: Q4 2025 in Review

Heritage Family Offices sold out of Zoetis (ZTS) in Q4 2025, closing a stake of 5,942 shares — an estimated $870K sold.

Heritage Family Offices first reported a position in ZTS in Q2 2024 and held it in 6 quarters. The position peaked at $1.06M in Q3 2024. 1,682 funds tracked by Wall St. Rank hold ZTS as of Q4 2025.

  • Heritage Family Offices reported no remaining Zoetis position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 5,942 Zoetis shares in Q4 2025, an estimated $870K.
  • Heritage Family Offices first reported a position in Zoetis in Q2 2024 and held it in 6 quarters.
  • Heritage Family Offices's Zoetis position peaked at $1.06M in Q3 2024.
  • 1,682 funds tracked by Wall St. Rank held Zoetis as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.