Position in VTRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,865,430
+$342,995 QoQ
Shares Held
243,415
-6.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#193
of 1,016 holders
Holding Since
Sep 2024
8 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, 2026Philip James Wealth Mangement, LLC holds $4,556,263 across 2 Drug Manufacturers - Specialty & Generic names. VTRS ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTRS |
Viatris Inc
This page
|
243,415 | $3,865,430 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
1,275 | $690,833 |
All Filings in VTRS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,865,430 | 243,415 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,522,435 | 260,728 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,357,254 | 269,659 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,854,823 | 288,366 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,462,473 | 387,735 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,420,424 | 622,322 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,093,620 | 650,090 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,686,632 | 662,070 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||