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LWM Advisory Services’s Zoetis ZTS Stock Holding History

LWM Advisory Services’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
-1,809
Closed -$264K – 103
2025
Q3 		$264K Sell
1,809
-313
-15% -$47.3K 0.15% 83
2025
Q2 		$331K Sell
2,122
-110
-5% -$17.4K 0.23% 76
2025
Q1 		$365K Hold
2,232
– – 0.25% 72
2024
Q4 		$363K Sell
2,232
-64
-3% -$11.4K 0.25% 72
2024
Q3 		$449K Buy
2,296
+166
+8% +$30.6K 0.33% 57
2024
Q2 		$574K Sell
2,130
-397
-16% -$66.1K 0.48% 37
2024
Q1 		$428K Buy
2,527
+328
+15% +$61.4K 0.34% 55
2023
Q4 		$434K Hold
2,199
– – 0.38% 51
2023
Q3 		$381K Sell
2,199
-43
-2% -$7.81K 0.41% 48
2023
Q2 		$382K Hold
2,242
– – 0.4% 47
2023
Q1 		$374K Sell
2,242
-36
-2% -$5.9K 0.4% 50
2022
Q4 		$349K Sell
2,278
-1,049
-32% -$155K 0.39% 53
2022
Q3 		$492K Buy
3,327
+80
+2% +$13.4K 0.56% 53
2022
Q2 		$560K Buy
3,247
+31
+1% +$5.36K 0.67% 44
2022
Q1 		$606K Sell
3,216
-155
-5% -$30.6K 0.75% 38
2021
Q4 		$823K Buy
+3,371
New +$738K 1.02% 26

Other funds holding ZTS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LWM Advisory Services's ZTS Position: Q4 2025 in Review

LWM Advisory Services sold out of Zoetis (ZTS) in Q4 2025, closing a stake of 1,809 shares — an estimated $264K sold.

LWM Advisory Services first reported a position in ZTS in Q4 2021 and held it in 16 quarters. The position peaked at $823K in Q4 2021. 1,680 funds tracked by Wall St. Rank hold ZTS as of Q4 2025.

  • LWM Advisory Services reported no remaining Zoetis position as of Q4 2025 after selling out during the quarter.
  • LWM Advisory Services sold 1,809 Zoetis shares in Q4 2025, an estimated $264K.
  • LWM Advisory Services first reported a position in Zoetis in Q4 2021 and held it in 16 quarters.
  • LWM Advisory Services's Zoetis position peaked at $823K in Q4 2021.
  • 1,680 funds tracked by Wall St. Rank held Zoetis as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.