Action Point Financial Planning’s Viatris VTRS Stock Holding History

Action Point Financial Planning’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	$13.6K	Buy	+858	New	+$13.3K	﹤0.01%	1319

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

Action Point Financial Planning's VTRS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Viatris (VTRS) in Q2 2026: 858 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings.

1,022 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Action Point Financial Planning held 858 shares of Viatris worth $13.6K as of Q2 2026.
Viatris was a new Action Point Financial Planning position in Q2 2026.
Viatris made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1319 holding.
1,022 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.