Position in VTRS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$936,681
+$125,055 QoQ
Shares Held
58,985
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#322
of 1,016 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $9,010,122 across 12 Drug Manufacturers - Specialty & Generic names. VTRS ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
38,820 | $2,789,605 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
2,331 | $1,263,005 | |
| 3 | HLN |
Haleon plc
|
133,227 | $1,243,007 | |
| 4 | NBIX |
Neurocrine Biosciences Inc
|
7,323 | $1,234,218 | |
| 5 | VTRS |
Viatris Inc
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|
58,985 | $936,681 | |
| 6 | TEVA |
Teva Pharmaceutical Industries Ltd
|
8,693 | $294,518 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
19,136 | $277,280 | |
| 8 | ELAN |
Elanco Animal Health Inc
|
11,108 | $273,367 |
All Filings in VTRS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,681 | 58,985 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $811,626 | 60,076 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $694,448 | 55,779 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $544,381 | 54,988 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $380,337 | 42,591 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $320,588 | 36,807 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $490,940 | 39,433 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $379,635 | 32,699 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $341,478 | 32,124 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $391,309 | 32,773 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $348,736 | 32,201 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $191,638 | 19,436 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $183,492 | 18,386 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $135,064 | 14,040 | Shares | Sole | 2023-04-13 | |
| 2022-06-30 | $130,267 | 12,442 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||