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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
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aaron Wealth Advisors's VTRS Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Viatris (VTRS) stake by 11% in Q2 2026, selling an estimated $48.4K and leaving 26,061 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #485.

Aaron Wealth Advisors first reported a position in VTRS in Q3 2025 and has held it in 4 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Aaron Wealth Advisors held 26,061 shares of Viatris worth $414K as of Q2 2026.
  • Aaron Wealth Advisors sold 3,123 Viatris shares in Q2 2026, an estimated $48.4K.
  • Viatris made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #485 holding.
  • Aaron Wealth Advisors first reported a position in Viatris in Q3 2025 and has held it in 4 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.