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 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

State Farm Mutual Automobile Insurance

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

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

Geode Capital Management

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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