McClarren Financial Advisors’s Zoetis ZTS Stock Holding History

McClarren Financial 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 Q2	–	Sell	-217	Closed	-$35K	–	317
2025 Q1	$35K	Hold	217	–	–	0.02%	158
2024 Q4	$35K	Buy	217 +1	+0.5%	+$179	0.1%	100
2024 Q3	$42	Sell	216 -304	-58%	-$56K	0.01%	127
2024 Q2	$37K	Buy	520 +304	+141%	+$50.6K	0.03%	164
2024 Q1	$37K	Buy	216 +1	+0.5%	+$187	0.03%	167
2023 Q4	$42K	Buy	215 +1	+0.5%	+$177	0.03%	172
2023 Q3	$37K	Hold	214	–	–	0.03%	168
2023 Q2	$36K	Buy	214 +1	+0.5%	+$173	0.03%	177
2023 Q1	$34K	Hold	213	–	–	0.03%	169
2022 Q4	$31K	Buy	213 +3	+1%	+$444	0.03%	182
2022 Q3	$31K	Buy	+210	New	+$35.1K	0.03%	169
2022 Q2	–	Sell	-210	Closed	-$39K	–	303
2022 Q1	$39K	Sell	210 -1	-0.5%	-$198	0.03%	143
2021 Q4	$52K	Buy	211 +2	+1%	+$438	0.04%	135
2021 Q3	$40K	Buy	209 +65	+45%	+$13.1K	0.03%	132
2021 Q2	$26K	Hold	144	–	–	0.02%	162
2021 Q1	$23K	Buy	144 +1	+0.7%	+$158	0.02%	150
2020 Q4	$23K	Buy	+143	New	+$23.3K	0.02%	133

Other funds holding ZTS

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

BlackRock New York $5.7T 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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