Position in ZTS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$306,339
-$202,082 QoQ
Shares Held
4,263
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#909
of 1,408 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $9,049,716 across 7 Drug Manufacturers - Specialty & Generic names. ZTS ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
10,701 | $5,798,122 | |
| 2 | DERM |
Journey Medical Corp
|
346,748 | $2,454,975 | |
| 3 | ZTS |
Zoetis Inc.
This page
|
4,263 | $306,339 | |
| 4 | ALKS |
Alkermes plc.
|
4,052 | $212,324 | |
| 5 | VTRS |
Viatris Inc
|
10,888 | $172,901 | |
| 6 | CRDL |
Cardiol Therapeutics Inc.
|
99,109 | $105,055 | |
| 7 | 85,738 | $0 |
All Filings in ZTS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,339 | 4,263 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $508,421 | 4,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $433,324 | 3,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $649,368 | 4,438 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $748,715 | 4,801 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $819,627 | 4,978 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,771,863 | 10,875 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,193,922 | 11,229 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,788,728 | 10,318 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,761,814 | 10,412 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,645,276 | 8,336 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,441,946 | 8,288 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,258,338 | 7,307 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,333,517 | 8,012 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,133,271 | 7,733 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,315,628 | 8,872 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,300,347 | 7,565 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,595,094 | 8,458 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,030,573 | 8,321 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,595,054 | 8,216 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $338,616 | 1,817 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||