Position in VTRS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,341,259
+$282,449 QoQ
Shares Held
99,279
+16.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $18,289,856 across 14 Drug Manufacturers - Specialty & Generic names. VTRS ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
169,700 | $5,111,364 | |
| 2 | ZTS |
Zoetis Inc.
|
20,927 | $2,473,780 | |
| 3 | RDY |
Dr Reddys Laboratories Ltd
|
163,060 | $2,258,381 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
98,936 | $1,832,294 | |
| 5 | UTHR |
UNITED THERAPEUTICS Corp
|
2,424 | $1,437,383 | |
| 6 | VTRS |
Viatris Inc
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|
99,279 | $1,341,259 | |
| 7 | HLN |
Haleon plc
|
102,062 | $1,021,640 | |
| 8 | NBIX |
Neurocrine Biosciences Inc
|
4,849 | $638,807 |
All Filings in VTRS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341,259 | 99,279 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,058,810 | 85,045 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $733,857 | 74,127 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $520,243 | 58,258 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $242,669 | 27,861 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $253,257 | 20,342 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $336,840 | 29,013 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $142,697 | 13,424 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $147,697 | 12,370 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $237,610 | 21,940 | Shares | Sole | 2024-01-26 | |
| 2021-06-30 | $189,256 | 13,244 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $160,710 | 11,504 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $262,360 | 14,000 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||