Position in VTRS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$702,832
+$195,789 QoQ
Shares Held
44,259
+17.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#355
of 1,016 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $5,747,253 across 11 Drug Manufacturers - Specialty & Generic names. VTRS ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
19,404 | $1,394,371 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
32,054 | $1,085,989 | |
| 3 | VTRS |
Viatris Inc
This page
|
44,259 | $702,832 | |
| 4 | COLL |
Collegium Pharmaceutical, Inc
|
12,842 | $464,880 | |
| 5 | TAK |
Takeda Pharmaceutical Co Ltd
|
27,496 | $440,760 | |
| 6 | RDY |
Dr Reddys Laboratories Ltd
|
24,898 | $360,772 | |
| 7 | HLN |
Haleon plc
|
38,318 | $357,506 | |
| 8 | UTHR |
UNITED THERAPEUTICS Corp
|
534 | $289,337 |
All Filings in VTRS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,832 | 44,259 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $507,043 | 37,531 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $415,792 | 33,397 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $280,368 | 28,320 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $238,788 | 26,740 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $213,159 | 24,473 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $416,614 | 33,463 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $405,432 | 34,921 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $376,227 | 35,393 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $983,235 | 82,348 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $800,846 | 73,947 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,395,633 | 141,545 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,555,652 | 155,877 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,993,331 | 207,207 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,498,161 | 224,453 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,887,001 | 221,479 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,240,768 | 214,018 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,101,221 | 193,127 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,809,139 | 207,623 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,540,218 | 187,470 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,591,034 | 181,318 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,615,057 | 115,609 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $990,914 | 52,877 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||