Terry Smith's ZTS Position Overview
Terry Smith (via Fundsmith Llp) currently holds 3.6M shares of Zoetis Inc. (ZTS) worth $528.97 M, representing 2.67% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in ZTS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 2.3M shares. Largest reduction occurred in Q1 2022, reducing 43.2K shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's Zoetis (ZTS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Zoetis (ZTS) Trades by Terry Smith
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +121,003 | New Buy | 121,003 | $165.50 |
| Q1 2021 | +91,204 | Add 75.37% | 212,207 | $157.48 |
| Q2 2021 | +8,348 | Add 3.93% | 220,555 | $186.36 |
| Q3 2021 | +19,947 | Add 9.04% | 240,502 | $194.14 |
| Q4 2021 | +23,112 | Add 9.61% | 263,614 | $244.03 |
| Q1 2022 | -43,186 | Reduce 16.38% | 220,428 | $188.59 |
| Q2 2022 | +1,625 | Add 0.74% | 222,053 | $171.89 |
| Q3 2022 | +1,132 | Add 0.51% | 223,185 | $148.29 |
| Q4 2022 | +771 | Add 0.35% | 223,956 | $146.55 |
| Q1 2023 | +1,353 | Add 0.60% | 225,309 | $166.44 |
| Q2 2023 | -2,923 | Reduce 1.30% | 222,386 | $172.21 |
| Q3 2023 | +417 | Add 0.19% | 222,803 | $173.98 |
| Q4 2023 | +3,261 | Add 1.46% | 226,064 | $197.37 |
| Q1 2024 | +2,741 | Add 1.21% | 228,805 | $169.21 |
| Q2 2024 | -600 | Reduce 0.26% | 228,205 | $173.36 |
| Q3 2024 | +2,521 | Add 1.10% | 230,726 | $195.38 |
| Q4 2024 | -3,397 | Reduce 1.47% | 227,329 | $162.93 |
| Q1 2025 | +2.32 M | Add 1020.18% | 2.55 M | $164.65 |
| Q2 2025 | +338,344 | Add 13.29% | 2.88 M | $155.95 |
| Q3 2025 | +730,300 | Add 25.32% | 3.62 M | $146.32 |
Terry Smith's Zoetis Investment FAQs
Terry Smith first purchased Zoetis Inc. (ZTS) in Q4 2020, acquiring 121,003 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held Zoetis Inc. (ZTS) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's largest addition to Zoetis Inc. (ZTS) was in Q1 2025, adding 2,546,487 shares worth $419.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Terry Smith's firm, Fundsmith Llp, owns 3,615,131 shares of Zoetis Inc. (ZTS), valued at approximately $528.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Zoetis Inc. (ZTS) represents approximately 2.67% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's peak holding in Zoetis Inc. (ZTS) was 3,615,131 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.