Position in ZTS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$101,538
-$173,543 QoQ
Shares Held
1,413
-24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,098
of 1,412 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZTS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,203,691 across 15 Drug Manufacturers - Specialty & Generic names. ZTS ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
|
40,767 | $1,003,275 | |
| 2 | ZTS |
Zoetis Inc.
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|
1,413 | $101,538 | |
| 3 | ANIP |
Ani Pharmaceuticals Inc
|
275 | $22,764 | |
| 4 | UTHR |
UNITED THERAPEUTICS Corp
|
36 | $19,505 | |
| 5 | HLN |
Haleon plc
|
1,944 | $18,137 | |
| 6 | VTRS |
Viatris Inc
|
668 | $10,607 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
|
602 | $9,650 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
108 | $3,659 |
All Filings in ZTS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,538 | 1,413 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $275,081 | 1,880 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $274,627 | 1,761 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $333,086 | 2,023 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $329,607 | 2,023 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $776,049 | 3,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $453,163 | 2,614 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $420,486 | 2,485 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $505,464 | 2,561 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $446,606 | 2,567 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $444,990 | 2,584 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $472,190 | 2,837 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $418,839 | 2,858 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $545,262 | 3,677 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $619,663 | 3,605 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $679,866 | 3,605 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $830,434 | 3,403 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $652,698 | 3,362 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $626,542 | 3,362 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $505,983 | 3,213 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $592,655 | 3,581 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $479,242 | 2,898 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $279,835 | 2,042 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $219,138 | 1,862 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||