Stiles Financial Services’s Zoetis ZTS Stock Holding History

Stiles Financial Services’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 Q3	–	Sell	-1,685	Closed	-$263K	–	183
2025 Q2	$263K	Sell	1,685 -224	-12%	-$35.5K	0.09%	156
2025 Q1	$314K	Sell	1,909 -99	-5%	-$16.5K	0.12%	134
2024 Q4	$327K	Sell	2,008 -57	-3%	-$10.2K	0.12%	137
2024 Q3	$403K	Buy	2,065 +5	+0.2%	+$921	0.14%	130
2024 Q2	$358K	Sell	2,060 -25	-1%	-$4.16K	0.14%	127
2024 Q1	$348K	Buy	2,085 +3	+0.1%	+$562	0.14%	128
2023 Q4	$411K	Buy	2,082 +123	+6%	+$21.8K	0.19%	113
2023 Q3	$341K	Sell	1,959 -898	-31%	-$163K	0.18%	123
2023 Q2	$492K	Buy	2,857 +133	+5%	+$23K	0.24%	102
2023 Q1	$453K	Buy	2,724 +399	+17%	+$65.4K	0.24%	105
2022 Q4	$341K	Buy	2,325 +353	+18%	+$52.2K	0.19%	123
2022 Q3	$292K	Buy	+1,972	New	+$330K	0.18%	129

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

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