Whalen Wealth Management’s Zoetis ZTS Stock Holding History

Whalen Wealth Management’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	-1,661	Closed	-$271K	–	182
2024 Q4	$271K	Buy	+1,661	New	+$297K	0.19%	105

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 $3.38T AUM 44.17% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Whalen Wealth Management's ZTS Position: Q1 2025 in Review

Whalen Wealth Management sold out of Zoetis (ZTS) in Q1 2025, closing a stake of 1,661 shares — an estimated $271K sold.

Whalen Wealth Management first reported a position in ZTS in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 1,891 funds tracked by Wall St. Rank hold ZTS as of Q1 2025.

Whalen Wealth Management reported no remaining Zoetis position as of Q1 2025 after selling out during the quarter.
Whalen Wealth Management sold 1,661 Zoetis shares in Q1 2025, an estimated $271K.
Whalen Wealth Management first reported a position in Zoetis in Q4 2024 and held it in 1 quarter.
Whalen Wealth Management's Zoetis position peaked at $271K in Q4 2024.
1,891 funds tracked by Wall St. Rank held Zoetis as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.