Position in ZTS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,183,734
-$197,278 QoQ
Shares Held
77,690
+4.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4041704209035912.ToString("F0")%
Shared 0.ToString("F0")%
None 99.5958295790964.ToString("F0")%
Common Shares in ZTS Over Time
Shares Held
Position Value (USD)
Derivatives in ZTS
reported options exposure · as of Dec 31, 2020CallValue
$16,550
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Creative Planning holds $105,843,094 across 40 Drug Manufacturers - Specialty & Generic names. ZTS ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
1,167,182 | $16,165,470 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
22,075 | $13,090,033 | |
| 3 | VTRS |
Viatris Inc
|
770,971 | $10,415,817 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
542,996 | $10,056,285 | |
| 5 | ZTS |
Zoetis Inc.
This page
|
77,690 | $9,183,734 | |
| 6 | NBIX |
Neurocrine Biosciences Inc
|
68,387 | $9,009,303 | |
| 7 | HLN |
Haleon plc
|
630,997 | $6,316,279 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
80,292 | $6,090,147 |
All Filings in ZTS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,183,734 | 77,690 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,381,012 | 74,559 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,072,522 | 68,839 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,944,425 | 89,416 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $14,630,139 | 88,856 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,753,311 | 90,550 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $17,662,547 | 90,401 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $14,428,911 | 83,231 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $10,245,326 | 60,548 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,340,213 | 52,390 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,315,722 | 47,797 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $6,742,881 | 39,155 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $6,159,444 | 37,007 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,773,133 | 32,570 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,688,781 | 31,619 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,714,139 | 33,243 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,304,282 | 28,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,416,280 | 26,293 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,674,891 | 24,080 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,526,310 | 24,288 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,516,843 | 22,332 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $16,550 | 100 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $3,835,628 | 23,176 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,553,305 | 21,487 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,437,941 | 17,790 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,048,276 | 17,404 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||