Position in VTRS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$274,739
+$61,200 QoQ
Shares Held
17,301
+9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#501
of 1,016 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $31,020,308 across 10 Drug Manufacturers - Specialty & Generic names. VTRS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
392,719 | $28,220,787 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
1,044 | $565,670 | |
| 3 | NBIX |
Neurocrine Biosciences Inc
|
2,749 | $463,316 | |
| 4 | TRLV |
Trulieve Cannabis Corp.
|
38,555 | $378,995 | |
| 5 | TEVA |
Teva Pharmaceutical Industries Ltd
|
9,464 | $320,640 | |
| 6 | ALKS |
Alkermes plc.
|
5,489 | $287,623 | |
| 7 | VTRS |
Viatris Inc
This page
|
17,301 | $274,739 | |
| 8 | TAK |
Takeda Pharmaceutical Co Ltd
|
14,674 | $235,224 |
All Filings in VTRS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,739 | 17,301 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $213,539 | 15,806 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,648,230 | 132,388 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,325,319 | 148,412 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,378,496 | 158,266 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,000,939 | 160,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,956,308 | 168,502 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,965,518 | 184,903 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,199,837 | 184,241 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,117,665 | 195,537 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,932,234 | 195,967 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $869,916 | 87,166 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $324,347 | 33,716 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $141,606 | 12,723 | Shares | Sole | 2023-06-12 | |
| 2021-12-31 | $147,707 | 10,917 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $139,727 | 10,312 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $166,778 | 11,671 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $179,221 | 12,829 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $254,789 | 13,596 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||