Litman Gregory Wealth Management LLC ZTS β€” ZOETIS INC

Ownership history in Litman Gregory Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

Litman Gregory Wealth Management LLC reported ZOETIS INC (ZTS) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.33% in 2025 Q3. The latest visible filing shows ZTS at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Litman Gregory Wealth Management LLC's position in ZOETIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ZTS was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Litman Gregory Wealth Management LLC held ZTS β€” position size vs. price
% of Fund (quarterly)    ZTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41.5% -5.6% βœ… 17,668 -12,539 -41.5% 0.16% $2.2M 2026-02-14 (Est.) $126.10
2025 Q3 ADDED β€” β€” β€” 30,207 +22,445 +289.2% 0.33% $4.4M 2025-10-16 $141.54
2025 Q2 INITIATED β€” β€” β€” 7,762 β€” β€” 0.10% $1.2M 2025-07-23 $151.61

FAQ About Litman Gregory Wealth Management LLC and ZTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Litman Gregory Wealth Management LLC reported owning ZTS?

Litman Gregory Wealth Management LLC reported ZTS across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ZTS position in Litman Gregory Wealth Management LLC's portfolio?

The largest reported portfolio weight for ZTS was 0.33% in 2025 Q3.

What is the latest reported ZTS position on this page?

The most recent filing on this page is 2025 Q4, when Litman Gregory Wealth Management LLC reported 17,668 shares, equal to 0.16% of portfolio, with an estimated market value of $2.2M.

What does the chart on this ZTS ownership page compare?

The chart compares Litman Gregory Wealth Management LLC's quarterly ZTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Litman Gregory Wealth Management LLC Holdings