Position in ZTS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$948,911
-$400,692 QoQ
Shares Held
13,205
+15.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#649
of 1,408 holders
Holding Since
Dec 2021
17 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, 2026Confluence Wealth Services, Inc. holds $1,832,251 across 4 Drug Manufacturers - Specialty & Generic names. ZTS ranks #1 (51.8% of the industry book) .
All Filings in ZTS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,911 | 13,205 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,349,603 | 11,417 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,282,357 | 10,192 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $228,112 | 1,559 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $245,309 | 1,573 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $254,548 | 1,546 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $253,356 | 1,555 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $303,815 | 1,555 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $232,649 | 1,342 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $285,288 | 1,686 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $251,054 | 1,272 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $265,667 | 1,527 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $241,955 | 1,405 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $231,850 | 1,393 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $239,270 | 1,392 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $244,035 | 1,294 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $315,774 | 1,294 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||