Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

VTRS holding history

Viatris Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTRS overviewAll 13F holders of VTRSFull Q2 2026 holdings

Shares (Q2 2026)
920,607
Value
$14.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of VTRS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026920,607$14.6M<0.1%+149,636+19.4%AddedHolders
Q1 2026770,971$10.4M<0.1%+175,288+29.4%AddedHolders
Q4 2025595,683$7.42M<0.1%+242,198+68.5%AddedHolders
Q3 2025353,485$3.50M<0.1%+65,060+22.6%AddedHolders
Q2 2025288,425$2.58M<0.1%+124,367+75.8%AddedHolders
Q1 2025164,058$1.43M<0.1%−65,476−28.5%ReducedHolders
Q4 2024229,534$2.86M<0.1%+35,554+18.3%AddedHolders
Q3 2024193,980$2.25M<0.1%+3,589+1.9%AddedHolders
Q2 2024190,391$2.02M<0.1%−6,591−3.3%ReducedHolders
Q1 2024196,982$2.35M<0.1%+16,696+9.3%AddedHolders
Q4 2023180,286$1.95M<0.1%+4,772+2.7%AddedHolders
Q3 2023175,514$1.73M<0.1%+669+0.4%AddedHolders
Q2 2023174,845$1.74M<0.1%−5,211−2.9%ReducedHolders
Q1 2023180,056$1.73M<0.1%+51,326+39.9%AddedHolders
Q4 2022128,730$1.43M<0.1%+22,383+21.0%AddedHolders
Q3 2022106,347$906.0K<0.1%−6,699−5.9%ReducedHolders
Q2 2022113,046$1.18M<0.1%−2,180−1.9%ReducedHolders
Q1 2022115,226$1.25M<0.1%+705+0.6%AddedHolders
Q4 2021114,521$1.55M<0.1%−90,538−44.2%ReducedHolders
Q3 2021205,059$2.78M<0.1%+910.0%AddedHolders
Q2 2021204,968$2.93M<0.1%+60,214+41.6%AddedHolders
Q1 2021144,754$2.02M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.