Select Equity Group’s Zoetis ZTS Stock Holding History

Select Equity Group’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 Q4	–	Sell	-281,933	Closed	-$41.3M	–	208
2025 Q3	$41.3M	Sell	281,933 -411,843	-59%	-$62.3M	0.17%	84
2025 Q2	$108M	Buy	693,776 +338,445	+95%	+$53.7M	0.45%	52
2025 Q1	$58.5M	Buy	355,331 +165,628	+87%	+$27.5M	0.25%	70
2024 Q4	$30.9M	Buy	189,703 +107,455	+131%	+$19.2M	0.12%	85
2024 Q3	$16.1M	Sell	82,248 -4,257	-5%	-$784K	0.06%	97
2024 Q2	$15M	Buy	+86,505	New	+$14.4M	0.06%	105
2023 Q3	–	Sell	-83,652	Closed	-$14.4M	–	185
2023 Q2	$14.4M	Sell	83,652 -192,180	-70%	-$33.2M	0.05%	113
2023 Q1	$45.9M	Sell	275,832 -168,630	-38%	-$27.6M	0.16%	86
2022 Q4	$65.1M	Buy	444,462 +312,129	+236%	+$46.2M	0.24%	72
2022 Q3	$19.6M	Buy	132,333 +43,429	+49%	+$7.26M	0.07%	99
2022 Q2	$15.3M	Buy	+88,904	New	+$15.4M	0.05%	103
2018 Q4	–	Sell	-338,884	Closed	-$31M	–	113
2018 Q3	$31M	Sell	338,884 -113,312	-25%	-$10.1M	0.23%	71
2018 Q2	$38.5M	Sell	452,196 -24,195	-5%	-$2.04M	0.31%	60
2018 Q1	$39.8M	Sell	476,391 -214,989	-31%	-$16.9M	0.33%	58
2017 Q4	$49.8M	Sell	691,380 -45,012	-6%	-$3.09M	0.4%	52
2017 Q3	$47M	Sell	736,392 -360,413	-33%	-$22.6M	0.36%	54
2017 Q2	$68.4M	Sell	1,096,805 -1,490,864	-58%	-$88M	0.49%	52
2017 Q1	$138M	Buy	2,587,669 +178,031	+7%	+$9.62M	1.03%	36
2016 Q4	$129M	Buy	2,409,638 +1,016,299	+73%	+$51.7M	1.06%	35
2016 Q3	$72.5M	Buy	+1,393,339	New	+$70.5M	0.63%	48
2014 Q2	–	Sell	-41,355	Closed	-$1.2M	–	119
2014 Q1	$1.2M	Buy	+41,355	New	+$1.26M	0.01%	104

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Select Equity Group's ZTS Position: Q4 2025 in Review

Select Equity Group sold out of Zoetis (ZTS) in Q4 2025, closing a stake of 281,933 shares — an estimated $41.3M sold.

Select Equity Group first reported a position in ZTS in Q1 2014 and held it in 21 quarters. The position peaked at $138M in Q1 2017. 1,683 funds tracked by Wall St. Rank hold ZTS as of Q4 2025.

Select Equity Group reported no remaining Zoetis position as of Q4 2025 after selling out during the quarter.
Select Equity Group sold 281,933 Zoetis shares in Q4 2025, an estimated $41.3M.
Select Equity Group first reported a position in Zoetis in Q1 2014 and held it in 21 quarters.
Select Equity Group's Zoetis position peaked at $138M in Q1 2017.
1,683 funds tracked by Wall St. Rank held Zoetis as of Q4 2025.

Based on Select Equity Group's 13F filing for Q4 2025, filed 17 Feb 2026.