Abound Wealth Management’s Viatris VTRS Stock Holding History

Abound Wealth Management’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	$2.74K	Buy	172 +9	+6%	+$139	﹤0.01%	708
2026 Q1	$2.21K	Hold	163	–	–	﹤0.01%	889
2025 Q4	$2.04K	Buy	163 +55	+51%	+$593	﹤0.01%	846
2025 Q3	$1.07K	Buy	108 +1	+0.9%	+$10	﹤0.01%	866
2025 Q2	$956	Buy	107 +51	+91%	+$431	﹤0.01%	808
2025 Q1	$488	Hold	56	–	–	﹤0.01%	821
2024 Q4	$698	Hold	56	–	–	﹤0.01%	764
2024 Q3	$651	Hold	56	–	–	﹤0.01%	819
2024 Q2	$596	Hold	56	–	–	﹤0.01%	779
2024 Q1	$669	Hold	56	–	–	﹤0.01%	824
2023 Q4	$607	Hold	56	–	–	﹤0.01%	876
2023 Q3	$553	Hold	56	–	–	﹤0.01%	783
2023 Q2	$559	Sell	56 -16	-22%	-$153	﹤0.01%	811
2023 Q1	$693	Buy	72 +16	+29%	+$177	﹤0.01%	654
2022 Q4	$624	Hold	56	–	–	﹤0.01%	646
2022 Q3	$478	Buy	+56	New	+$551	﹤0.01%	663

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's VTRS Position: Q2 2026 in Review

Abound Wealth Management increased its Viatris (VTRS) stake by 5.5% in Q2 2026, buying an estimated $139 and bringing the position to 172 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Abound Wealth Management first reported a position in VTRS in Q3 2022 and has held it in 16 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Abound Wealth Management held 172 shares of Viatris worth $2.74K as of Q2 2026.
Abound Wealth Management bought 9 Viatris shares in Q2 2026, an estimated $139.
Viatris made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #708 holding.
Abound Wealth Management first reported a position in Viatris in Q3 2022 and has held it in 16 quarters since.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.