Aaron Wealth Advisors
VTRS icon

Aaron Wealth Advisors’s Viatris VTRS Stock Holding History

Aaron Wealth Advisors’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 		$466K Buy
26,298
+237
+0.9% +$4K 0.02% 463
2026
Q2 		$414K Sell
26,061
-3,123
-11% -$48.4K 0.02% 485
2026
Q1 		$394K Buy
29,184
+50
+0.2% +$700 0.02% 458
2025
Q4 		$363K Buy
29,134
+4,270
+17% +$46.1K 0.02% 524
2025
Q3 		$246K Buy
+24,864
New +$242K 0.01% 576

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aaron Wealth Advisors's VTRS Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Viatris (VTRS) stake by 0.91% in Q3 2026, buying an estimated $4K and bringing the position to 26,298 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #463.

Aaron Wealth Advisors first reported a position in VTRS in Q3 2025 and has held it in 5 quarters since. 864 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Aaron Wealth Advisors held 26,298 shares of Viatris worth $466K as of Q3 2026.
  • Aaron Wealth Advisors bought 237 Viatris shares in Q3 2026, an estimated $4K.
  • Viatris made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #463 holding.
  • Aaron Wealth Advisors first reported a position in Viatris in Q3 2025 and has held it in 5 quarters since.
  • 864 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.