Position in VTRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,789
-$667 QoQ
Shares Held
1,624
-23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#688
of 1,020 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $46,411 across 4 Drug Manufacturers - Specialty & Generic names. VTRS ranks #1 (55.6% of the industry book) .
All Filings in VTRS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,789 | 1,624 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $26,456 | 2,125 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $21,037 | 2,125 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $19,565 | 2,191 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $19,074 | 2,190 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $33,826 | 2,717 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $31,648 | 2,726 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $24,002 | 2,258 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,876 | 2,251 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $24,779 | 2,288 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $22,559 | 2,288 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,075 | 208 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $21,519 | 2,237 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $19,377 | 1,741 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $19,505 | 1,863 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $29,941 | 2,752 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $43,404 | 3,208 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,802 | 133 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $19,948 | 1,396 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $20,368 | 1,458 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $10,344 | 552 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||