Position in VTRS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$159,460
-$14,072 QoQ
Shares Held
10,042
-21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 1,016 holders
Holding Since
Dec 2020
16 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, 2026AE Wealth Management LLC holds $5,849,529 across 8 Drug Manufacturers - Specialty & Generic names. VTRS ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
24,936 | $1,791,885 | |
| 2 | LNTH |
Lantheus Holdings, Inc.
|
12,730 | $1,412,248 | |
| 3 | UTHR |
UNITED THERAPEUTICS Corp
|
1,790 | $969,858 | |
| 4 | TEVA |
Teva Pharmaceutical Industries Ltd
|
24,136 | $817,724 | |
| 5 | PCRX |
Pacira BioSciences, Inc.
|
12,084 | $306,560 | |
| 6 | HIMS |
Hims & Hers Health, Inc.
|
6,893 | $238,973 | |
| 7 | VTRS |
Viatris Inc
This page
|
10,042 | $159,460 | |
| 8 | HLN |
Haleon plc
|
16,380 | $152,821 |
All Filings in VTRS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,460 | 10,042 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $173,532 | 12,845 | Shares | Sole | 2026-05-13 | |
| 2024-06-30 | $139,368 | 13,111 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $852,927 | 78,756 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $561,418 | 56,939 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $806,234 | 80,785 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $306,781 | 31,890 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,655,414 | 328,429 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $306,438 | 35,967 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $451,288 | 43,103 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $434,677 | 39,952 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $492,924 | 36,432 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $480,848 | 35,487 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $483,945 | 33,866 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $362,842 | 25,973 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,581,824 | 84,409 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||