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VTRS icon

Addison Advisors’s Viatris VTRS Stock Holding History

Addison 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 		$2.23K Sell
140
-4,340
-97% -$67.3K ﹤0.01% 571
2026
Q1 		$60.5K Sell
4,480
-92
-2% -$1.29K 0.01% 392
2025
Q4 		$56.9K Sell
4,572
-72
-2% -$777 0.01% 403
2025
Q3 		$46K Buy
4,644
+79
+2% +$769 0.01% 427
2025
Q2 		$40.8K Buy
4,565
+471
+12% +$3.98K 0.01% 433
2025
Q1 		$35.7K Sell
4,094
-32
-0.8% -$336 0.01% 415
2024
Q4 		$51.4K Sell
4,126
-2,779
-40% -$34.2K 0.01% 379
2024
Q3 		$80.2K Buy
6,905
+4,482
+185% +$51.7K 0.02% 331
2024
Q2 		$25.8K Buy
2,423
+30
+1% +$331 0.01% 453
2024
Q1 		$28.6K Buy
2,393
+131
+6% +$1.58K 0.01% 427
2023
Q4 		$24.5K Buy
2,262
+172
+8% +$1.65K 0.01% 438
2023
Q3 		$20.6K Buy
2,090
+19
+0.9% +$198 0.01% 419
2023
Q2 		$20.7K Buy
2,071
+1,139
+122% +$10.9K 0.01% 409
2023
Q1 		$8.97K Sell
932
-53
-5% -$588 0.01% 470
2022
Q4 		$11K Buy
985
+521
+112% +$5.44K 0.01% 440
2022
Q3 		$4K Buy
464
+87
+23% +$856 ﹤0.01% 523
2022
Q2 		$4K Sell
377
-835
-69% -$9.15K ﹤0.01% 520
2022
Q1 		$13K Buy
1,212
+777
+179% +$10.2K 0.01% 451
2021
Q4 		$6K Buy
435
+26
+6% +$347 ﹤0.01% 459
2021
Q3 		$6K Buy
409
+4
+1% +$57 ﹤0.01% 344
2021
Q2 		$6K Buy
+405
New +$5.86K ﹤0.01% 340
2020
Q4 		$10K Buy
+522
New +$8.51K 0.01% 291

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

Addison Advisors's VTRS Position: Q2 2026 in Review

Addison Advisors reduced its Viatris (VTRS) stake by 97% in Q2 2026, selling an estimated $67.3K and leaving 140 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Addison Advisors first reported a position in VTRS in Q4 2020 and has held it in 22 quarters since. The position peaked at $80.2K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Addison Advisors held 140 shares of Viatris worth $2.23K as of Q2 2026.
  • Addison Advisors sold 4,340 Viatris shares in Q2 2026, an estimated $67.3K.
  • Viatris made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #571 holding.
  • Addison Advisors first reported a position in Viatris in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's Viatris position peaked at $80.2K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.