Position in VTRS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$228,402
+$49,396 QoQ
Shares Held
14,383
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#539
of 1,016 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,178,917 across 5 Drug Manufacturers - Specialty & Generic names. VTRS ranks #5 (10.5% of the industry book) .
All Filings in VTRS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,402 | 14,383 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $179,006 | 14,378 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $142,302 | 14,374 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $128,324 | 14,370 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $126,138 | 14,482 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $147,544 | 11,851 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $141,781 | 12,212 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $117,599 | 11,063 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $131,984 | 11,054 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $106,271 | 10,778 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $107,524 | 10,774 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||