MBL Wealth’s Zoetis ZTS Stock Holding History

MBL Wealth’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	-1,771	Closed	-$276K	–	263
2025 Q2	$276K	Sell	1,771 -1,499	-46%	-$238K	0.03%	202
2025 Q1	$538K	Sell	3,270 -65	-2%	-$10.8K	0.05%	128
2024 Q4	$543K	Buy	+3,335	New	+$596K	0.05%	133

Other funds holding ZTS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

MBL Wealth's ZTS Position: Q3 2025 in Review

MBL Wealth sold out of Zoetis (ZTS) in Q3 2025, closing a stake of 1,771 shares — an estimated $276K sold.

MBL Wealth first reported a position in ZTS in Q4 2024 and held it in 3 quarters. The position peaked at $543K in Q4 2024. 1,799 funds tracked by Wall St. Rank hold ZTS as of Q3 2025.

MBL Wealth reported no remaining Zoetis position as of Q3 2025 after selling out during the quarter.
MBL Wealth sold 1,771 Zoetis shares in Q3 2025, an estimated $276K.
MBL Wealth first reported a position in Zoetis in Q4 2024 and held it in 3 quarters.
MBL Wealth's Zoetis position peaked at $543K in Q4 2024.
1,799 funds tracked by Wall St. Rank held Zoetis as of Q3 2025.

Based on MBL Wealth's 13F filing for Q3 2025, filed 16 Oct 2025.