SC&H Financial Advisors’s Zoetis ZTS Stock Holding History

SC&H 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
2026 Q1	$203K	Hold	1,719	–	–	0.03%	155
2025 Q4	$216K	Sell	1,719 -519	-23%	-$67.7K	0.03%	155
2025 Q3	$327K	Hold	2,238	–	–	0.05%	111
2025 Q2	$349K	Hold	2,238	–	–	0.06%	106
2025 Q1	$369K	Hold	2,238	–	–	0.07%	104
2024 Q4	$365K	Sell	2,238 -368	-14%	-$65.8K	0.08%	103
2024 Q3	$509K	Buy	2,606 +1	+0%	+$184	0.11%	88
2024 Q2	$452K	Buy	2,605 +301	+13%	+$50.1K	0.11%	89
2024 Q1	$390K	Hold	2,304	–	–	0.1%	101
2023 Q4	$455K	Sell	2,304 -363	-14%	-$64.3K	0.13%	93
2023 Q3	$464K	Hold	2,667	–	–	0.15%	92
2023 Q2	$459K	Sell	2,667 -5	-0.2%	-$864	0.15%	94
2023 Q1	$445K	Sell	2,672 -161	-6%	-$26.4K	0.16%	91
2022 Q4	$415K	Sell	2,833 -110	-4%	-$16.3K	0.17%	90
2022 Q3	$436K	Hold	2,943	–	–	0.22%	82
2022 Q2	$506K	Sell	2,943 -108	-4%	-$18.7K	0.24%	83
2022 Q1	$575K	Sell	3,051 -45	-1%	-$8.9K	0.27%	76
2021 Q4	$755K	Buy	+3,096	New	+$678K	0.42%	56

Other funds holding ZTS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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