Position in VTRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,619,238
+$4,203,421 QoQ
Shares Held
920,607
+19.4% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#98
of 1,020 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Creative Planning holds $137,414,626 across 41 Drug Manufacturers - Specialty & Generic names. VTRS ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
1,240,848 | $17,979,887 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
28,934 | $15,677,309 | |
| 3 | VTRS |
Viatris Inc
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|
920,607 | $14,619,238 | |
| 4 | NBIX |
Neurocrine Biosciences Inc
|
76,818 | $12,946,905 | |
| 5 | LNTH |
Lantheus Holdings, Inc.
|
85,571 | $9,493,246 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
|
584,777 | $9,373,974 | |
| 7 | ZTS |
Zoetis Inc.
|
121,209 | $8,710,078 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
225,206 | $7,807,891 |
All Filings in VTRS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,619,238 | 920,607 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,415,817 | 770,971 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,416,252 | 595,683 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,499,500 | 353,485 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,575,634 | 288,425 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,428,945 | 164,058 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,857,697 | 229,534 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,252,106 | 193,980 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,023,852 | 190,391 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,351,964 | 196,982 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,952,497 | 180,286 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,730,568 | 175,514 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,744,952 | 174,845 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,732,138 | 180,056 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,432,764 | 128,730 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $906,076 | 106,347 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,183,591 | 113,046 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,253,658 | 115,226 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,549,469 | 114,521 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,778,549 | 205,059 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,928,991 | 204,968 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,022,213 | 144,754 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,434,288 | 129,898 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||