Smallwood Wealth Investment Management, LLC

Position in VTRS — Viatris Inc

CIK 1921304 RED BANK, NJ

Back to VTRS Full portfolio

Position in VTRS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,716

+$704 QoQ

Shares Held

297

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#832

of 1,016 holders

Holding Since

Mar 2025

6 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, 2026

Smallwood Wealth Investment Management, LLC holds $56,193 across 4 Drug Manufacturers - Specialty & Generic names. VTRS ranks #2 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NBIX	Neurocrine Biosciences Inc	305	$51,404
2	VTRS	Viatris Inc This page	297	$4,716
3	CGC	Canopy Growth Corp	73	$69
4	TXMD	TherapeuticsMD, Inc.	2	$4

All Filings in VTRS

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,716	297	0.0%	Shares	Sole	2026-07-23
2026-03-31	$4,012	297	-25.0%	Shares	Sole	2026-04-22
2025-12-31	$4,930	396	0.0%	Shares	Sole	2026-01-23
2025-09-30	$3,920	396	0.0%	Shares	Sole	2025-10-17
2025-06-30	$3,536	396	0.0%	Shares	Sole	2025-10-03
2025-03-31	$3,449	396	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.