Nova R Wealth’s Zoetis ZTS Stock Holding History

Nova R 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 Q2	–	Sell	-1,372	Closed	-$226K	–	85
2025 Q1	$226K	Buy	1,372 +1	+0.1%	+$166	0.11%	76
2024 Q4	$223K	Hold	1,371	–	–	0.11%	75
2024 Q3	$268K	Buy	1,371 +1	+0.1%	+$184	0.13%	70
2024 Q2	$238K	Hold	1,370	–	–	0.12%	73
2024 Q1	$232K	Buy	+1,370	New	+$257K	0.12%	75
2023 Q2	–	Sell	-1,838	Closed	-$306K	–	79
2023 Q1	$306K	Sell	1,838 -2	-0.1%	-$328	0.21%	57
2022 Q4	$270K	Buy	1,840 +44	+2%	+$6.51K	0.2%	63
2022 Q3	$266K	Buy	1,796 +81	+5%	+$13.5K	0.22%	57
2022 Q2	$295K	Sell	1,715 -10	-0.6%	-$1.73K	0.24%	56
2022 Q1	$325K	Sell	1,725 -197	-10%	-$38.9K	0.28%	50
2021 Q4	$469K	Buy	+1,922	New	+$421K	0.38%	44

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