Marshall Financial Group (Maryland)’s Zoetis ZTS Stock Holding History

Marshall Financial Group (Maryland)’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	-11,713	Closed	-$1.71M	–	316
2025 Q3	$1.71M	Buy	11,713 +589	+5%	+$89K	0.33%	71
2025 Q2	$1.75M	Buy	11,124 +1,180	+12%	+$187K	0.34%	62
2025 Q1	$1.64M	Buy	9,944 +587	+6%	+$97.6K	0.36%	61
2024 Q4	$1.52M	Buy	+9,357	New	+$1.67M	0.37%	63
2022 Q4	–	Sell	-9,196	Closed	-$1.36M	–	202
2022 Q3	$1.36M	Buy	9,196 +271	+3%	+$45.3K	0.58%	44
2022 Q2	$1.53M	Buy	8,925 +1,858	+26%	+$321K	0.61%	43
2022 Q1	$1.33M	Buy	7,067 +401	+6%	+$79.3K	0.55%	54
2021 Q4	$1.63M	Sell	6,666 -35	-0.5%	-$7.67K	0.6%	39
2021 Q3	$1.3M	Buy	6,701 +375	+6%	+$75.7K	0.67%	37
2021 Q2	$1.18M	Sell	6,326 -659	-9%	-$114K	0.64%	41
2021 Q1	$1.1M	Buy	6,985 +348	+5%	+$55.1K	0.66%	59
2020 Q4	$1.1M	Buy	+6,637	New	+$1.08M	0.72%	55

Other funds holding ZTS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Marshall Financial Group (Maryland)'s ZTS Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Zoetis (ZTS) in Q4 2025, closing a stake of 11,713 shares — an estimated $1.71M sold.

Marshall Financial Group (Maryland) first reported a position in ZTS in Q4 2020 and held it in 12 quarters. The position peaked at $1.75M in Q2 2025. 1,679 funds tracked by Wall St. Rank hold ZTS as of Q4 2025.

Marshall Financial Group (Maryland) reported no remaining Zoetis position as of Q4 2025 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 11,713 Zoetis shares in Q4 2025, an estimated $1.71M.
Marshall Financial Group (Maryland) first reported a position in Zoetis in Q4 2020 and held it in 12 quarters.
Marshall Financial Group (Maryland)'s Zoetis position peaked at $1.75M in Q2 2025.
1,679 funds tracked by Wall St. Rank held Zoetis as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.