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Regent Peak Wealth Advisors’s Zoetis ZTS Stock Holding History

Regent Peak 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
Q1 		– Sell
-1,242
Closed -$202K – 193
2024
Q4 		$202K Sell
1,242
-12
-1% -$2.15K 0.05% 170
2024
Q3 		$245K Buy
1,254
+74
+6% +$13.6K 0.06% 142
2024
Q2 		$205K Sell
1,180
-56
-5% -$9.32K 0.05% 161
2024
Q1 		$209K Sell
1,236
-85
-6% -$15.9K 0.05% 158
2023
Q4 		$261K Sell
1,321
-124
-9% -$22K 0.07% 126
2023
Q3 		$251K Buy
1,445
+11
+0.8% +$2K 0.08% 124
2023
Q2 		$247K Sell
1,434
-8
-0.6% -$1.38K 0.07% 124
2023
Q1 		$240K Buy
+1,442
New +$236K 0.07% 128
2022
Q4 		– Sell
-1,391
Closed -$206K – 167
2022
Q3 		$206K Sell
1,391
-122
-8% -$20.4K 0.07% 144
2022
Q2 		$260K Buy
1,513
+89
+6% +$15.4K 0.08% 126
2022
Q1 		$269K Sell
1,424
-8
-0.6% -$1.58K 0.08% 134
2021
Q4 		$349K Buy
1,432
+22
+2% +$4.82K 0.09% 118
2021
Q3 		$274K Buy
1,410
+21
+2% +$4.24K 0.08% 137
2021
Q2 		$282K Buy
+1,389
New +$241K 0.08% 134
2021
Q1 		– Sell
-1,211
Closed -$200K – 1042
2020
Q4 		$200K Buy
+1,211
New +$197K 0.07% 140

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Regent Peak Wealth Advisors's ZTS Position: Q1 2025 in Review

Regent Peak Wealth Advisors sold out of Zoetis (ZTS) in Q1 2025, closing a stake of 1,242 shares — an estimated $202K sold.

Regent Peak Wealth Advisors first reported a position in ZTS in Q4 2020 and held it in 15 quarters. The position peaked at $349K in Q4 2021. 1,891 funds tracked by Wall St. Rank hold ZTS as of Q1 2025.

  • Regent Peak Wealth Advisors reported no remaining Zoetis position as of Q1 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,242 Zoetis shares in Q1 2025, an estimated $202K.
  • Regent Peak Wealth Advisors first reported a position in Zoetis in Q4 2020 and held it in 15 quarters.
  • Regent Peak Wealth Advisors's Zoetis position peaked at $349K in Q4 2021.
  • 1,891 funds tracked by Wall St. Rank held Zoetis as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.