Superior Planning, LLC’s Viatris VTRS Stock Holding History

Superior Planning, LLC’s Portfolio VTRS Stock Details VTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.13K	Buy	+346	New	+$5.84K	﹤0.01%	1123

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's VTRS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Viatris (VTRS) in Q3 2026: 346 shares worth $6.13K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings.

741 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

Superior Planning, LLC held 346 shares of Viatris worth $6.13K as of Q3 2026.
Viatris was a new Superior Planning, LLC position in Q3 2026.
Viatris made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1123 holding.
741 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.