Position in VTRS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$177,077
-$7,388 QoQ
Shares Held
11,151
-18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#589
of 1,016 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,203,089 across 6 Drug Manufacturers - Specialty & Generic names. VTRS ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
32,316 | $1,094,866 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
|
17,738 | $284,340 | |
| 3 | ZTS |
Zoetis Inc.
|
3,816 | $274,217 | |
| 4 | BCRX |
Biocryst Pharmaceuticals Inc
|
21,926 | $219,260 | |
| 5 | VTRS |
Viatris Inc
This page
|
11,151 | $177,077 | |
| 6 | HLN |
Haleon plc
|
16,434 | $153,329 |
All Filings in VTRS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,077 | 11,151 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $184,465 | 13,654 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $189,862 | 15,250 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $161,726 | 16,336 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $116,152 | 13,007 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $103,048 | 11,831 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $148,540 | 11,931 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $165,442 | 14,250 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $142,229 | 13,380 | Shares | Defined | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||