ZTS β€” ZOETIS INC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  Β·  34 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported ZOETIS INC (ZTS) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.15% in 2023 Q4. The latest visible filing shows ZTS at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in ZOETIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ZTS was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held ZTS β€” position size vs. price
% of Fund (quarterly)    ZTS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 75,022 -2,400 -3.1% 0.72% $11.0M 2025-10-14 $142.35
2025 Q2 REDUCED 77,422 -685 -0.9% 0.82% $12.1M 2025-07-24 $151.64
2025 Q1 ADDED 78,107 +3,146 +4.2% 0.90% $12.9M 2025-04-14 $148.67
2024 Q4 ADDED 74,961 +4,002 +5.6% 0.84% $12.2M 2025-01-22 $164.24
2024 Q3 ADDED 70,959 +827 +1.2% 0.94% $13.9M 2024-10-16 $190.62
2024 Q2 REDUCED 70,132 -3,079 -4.2% 0.95% $12.2M 2024-07-12 $175.11
2024 Q1 REDUCED 73,211 -1,156 -1.6% 0.93% $12.4M 2024-04-12 $146.27
2023 Q4 ADDED 74,367 +374 +0.5% 1.15% $14.7M 2024-01-08 $190.86
26 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and ZTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning ZTS?

BALDWIN WEALTH PARTNERS LLC/MA reported ZTS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ZTS position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for ZTS was 1.15% in 2023 Q4.

What is the latest reported ZTS position on this page?

The most recent filing on this page is 2025 Q3, when BALDWIN WEALTH PARTNERS LLC/MA reported 75,022 shares, equal to 0.72% of portfolio, with an estimated market value of $11.0M.

What does the chart on this ZTS ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly ZTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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