My Legacy Advisors’s Zoetis ZTS Stock Holding History

My Legacy 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	-3,516	Closed	-$579K	–	226
2025 Q1	$579K	Sell	3,516 -28	-0.8%	-$4.66K	0.22%	127
2024 Q4	$592K	Sell	3,544 -133	-4%	-$23.8K	0.23%	118
2024 Q3	$718K	Sell	3,677 -616	-14%	-$114K	0.28%	108
2024 Q2	$744K	Sell	4,293 -170	-4%	-$28.3K	0.24%	112
2024 Q1	$755K	Sell	4,463 -9	-0.2%	-$1.69K	0.25%	111
2023 Q4	$880K	Sell	4,472 -122	-3%	-$21.6K	0.32%	97
2023 Q3	$772K	Buy	4,594 +115	+3%	+$20.9K	0.31%	95
2023 Q2	$766K	Sell	4,479 -39	-0.9%	-$6.74K	0.3%	109
2023 Q1	$772K	Buy	4,518 +120	+3%	+$19.7K	0.33%	104
2022 Q4	$738K	Sell	4,398 -73	-2%	-$10.8K	0.31%	118
2022 Q3	$650K	Buy	4,471 +70	+2%	+$11.7K	0.33%	112
2022 Q2	$779K	Buy	4,401 +109	+3%	+$18.9K	0.39%	86
2022 Q1	$809K	Buy	+4,292	New	+$848K	0.38%	90

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

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