Position in ZTS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,013,768
+$46,842 QoQ
Shares Held
8,576
+11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ZTS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Compound Planning, Inc. holds $4,802,613 across 9 Drug Manufacturers - Specialty & Generic names. ZTS ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
|
59,618 | $1,104,125 | |
| 2 | ZTS |
Zoetis Inc.
This page
|
8,576 | $1,013,768 | |
| 3 | VTRS |
Viatris Inc
|
43,142 | $582,848 | |
| 4 | ELAN |
Elanco Animal Health Inc
|
22,891 | $547,781 | |
| 5 | HLN |
Haleon plc
|
50,285 | $503,352 | |
| 6 | TEVA |
Teva Pharmaceutical Industries Ltd
|
11,418 | $343,910 | |
| 7 | UTHR |
UNITED THERAPEUTICS Corp
|
519 | $307,755 | |
| 8 | NBIX |
Neurocrine Biosciences Inc
|
1,776 | $233,969 |
All Filings in ZTS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,013,768 | 8,576 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $966,926 | 7,685 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,144,661 | 7,823 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,210,483 | 7,762 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,193,383 | 7,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,083,647 | 6,651 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,177,164 | 6,025 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $899,044 | 5,186 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $606,279 | 3,583 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $671,452 | 3,402 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $414,420 | 2,382 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $322,721 | 1,874 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $313,073 | 1,881 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||