Position in ZTS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$295,991
-$8,208 QoQ
Shares Held
4,119
+98.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#918
of 1,408 holders
Holding Since
Jun 2024
7 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, 2026Heritage Wealth Management, Inc. holds $295,991 across 1 Drug Manufacturers - Specialty & Generic name. ZTS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
This page
|
4,119 | $295,991 |
All Filings in ZTS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,991 | 4,119 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $304,199 | 2,079 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $394,397 | 2,529 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $520,952 | 3,164 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $580,682 | 3,564 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $696,334 | 3,564 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $618,028 | 3,565 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||