Activest Wealth Management’s Viatris VTRS Stock Holding History

Activest 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	$635	Buy	+40	New	+$620	﹤0.01%	1027
2026 Q1	–	Sell	-66	Closed	-$822	–	1345
2025 Q4	$822	Sell	66 -6	-8%	-$65	﹤0.01%	965
2025 Q3	$713	Buy	72 +24	+50%	+$234	﹤0.01%	921
2025 Q2	$429	Sell	48 -215	-82%	-$1.82K	﹤0.01%	884
2025 Q1	$2.29K	Buy	+263	New	+$2.76K	﹤0.01%	640
2024 Q1	–	Sell	-127	Closed	-$1.53K	–	411
2023 Q4	$1.38K	Buy	127 +1	+0.8%	+$10	﹤0.01%	282
2023 Q3	$1.24K	Buy	+126	New	+$1.31K	﹤0.01%	290
2023 Q1	–	Sell	-9,945	Closed	-$106K	–	564
2022 Q4	$106K	Hold	9,945	–	–	0.03%	127
2022 Q3	$101K	Buy	+9,945	New	+$97.9K	0.03%	130
2021 Q4	–	Sell	-94	Closed	-$1K	–	416
2021 Q3	$1K	Sell	94 -80	-46%	-$1.14K	﹤0.01%	371
2021 Q2	$2K	Sell	174 -6	-3%	-$87	﹤0.01%	299
2021 Q1	$3K	Buy	+180	New	+$2.93K	﹤0.01%	267

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

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

Activest Wealth Management opened a new position in Viatris (VTRS) in Q2 2026: 40 shares worth $635. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in VTRS as recently as Q4 2025.

Activest Wealth Management first reported a position in VTRS in Q1 2021 and has held it in 12 quarters since. The position peaked at $106K in Q4 2022. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Activest Wealth Management held 40 shares of Viatris worth $635 as of Q2 2026.
Viatris was a new Activest Wealth Management position in Q2 2026.
Viatris made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1027 holding.
Activest Wealth Management first reported a position in Viatris in Q1 2021 and has held it in 12 quarters since.
Activest Wealth Management's Viatris position peaked at $106K in Q4 2022.
1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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