Position in VTRS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,651
New position
Shares Held
104
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#899
of 1,016 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Montgomery Financial Services LLC holds $8,549 across 2 Drug Manufacturers - Specialty & Generic names. VTRS ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
96 | $6,898 | |
| 2 | VTRS |
Viatris Inc
This page
|
104 | $1,651 |
All Filings in VTRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,651 | 104 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||