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Marshall & Sterling Wealth Advisors’s Zoetis ZTS Stock Holding History

Marshall & Sterling 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
Q3 		– Sell
-3,046
Closed -$473K – 687
2025
Q2 		$473K Sell
3,046
-281
-8% -$44.6K 0.32% 54
2025
Q1 		$548K Buy
3,327
+368
+12% +$61.2K 0.37% 53
2024
Q4 		$482K Buy
+2,959
New +$529K 0.33% 57

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ZTS Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Zoetis (ZTS) in Q3 2025, closing a stake of 3,046 shares — an estimated $473K sold.

Marshall & Sterling Wealth Advisors first reported a position in ZTS in Q4 2024 and held it in 3 quarters. The position peaked at $548K in Q1 2025. 1,799 funds tracked by Wall St. Rank hold ZTS as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Zoetis position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 3,046 Zoetis shares in Q3 2025, an estimated $473K.
  • Marshall & Sterling Wealth Advisors first reported a position in Zoetis in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Zoetis position peaked at $548K in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Zoetis as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.