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Wellspring Financial Advisors’s Zoetis ZTS Stock Holding History

Wellspring 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 		– Sell
-1,711
Closed -$215K – 314
2025
Q4 		$215K Buy
+1,711
New +$223K 0.02% 254
2024
Q4 		– Sell
-1,142
Closed -$223K – 179
2024
Q3 		$223K Buy
+1,142
New +$210K 0.03% 142

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

Wellspring Financial Advisors's ZTS Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Zoetis (ZTS) in Q1 2026, closing a stake of 1,711 shares — an estimated $215K sold.

Wellspring Financial Advisors first reported a position in ZTS in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 1,606 funds tracked by Wall St. Rank hold ZTS as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Zoetis position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,711 Zoetis shares in Q1 2026, an estimated $215K.
  • Wellspring Financial Advisors first reported a position in Zoetis in Q3 2024 and held it in 2 quarters.
  • Wellspring Financial Advisors's Zoetis position peaked at $223K in Q3 2024.
  • 1,606 funds tracked by Wall St. Rank held Zoetis as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.