Position in VTRS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,244
+$3,275 QoQ
Shares Held
960
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#727
of 1,016 holders
Holding Since
Mar 2021
22 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $78,529 across 13 Drug Manufacturers - Specialty & Generic names. VTRS ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
|
1,968 | $18,361 | |
| 2 | XERS |
Xeris Biopharma Holdings, Inc.
|
2,200 | $17,424 | |
| 3 | VTRS |
Viatris Inc
This page
|
960 | $15,244 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
535 | $8,576 | |
| 5 | ELAN |
Elanco Animal Health Inc
|
275 | $6,767 | |
| 6 | ZTS |
Zoetis Inc.
|
90 | $6,467 | |
| 7 | TEVA |
Teva Pharmaceutical Industries Ltd
|
65 | $2,202 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
16 | $1,775 |
All Filings in VTRS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,244 | 960 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,969 | 886 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,174 | 255 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,534 | 256 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,286 | 256 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,099 | 241 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,137 | 252 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,798 | 241 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,561 | 241 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,877 | 241 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,490 | 507 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,752 | 482 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,780 | 479 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,665 | 485 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,264 | 473 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,370 | 513 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,433 | 519 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,646 | 519 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $7,225 | 534 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $7,601 | 561 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,201 | 294 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,163 | 298 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||