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Advocate Investing Services’s Viatris VTRS Stock Holding History

Advocate Investing Services’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 		$778 Hold
49
– – ﹤0.01% 425
2026
Q1 		$662 Sell
49
-24
-33% -$336 ﹤0.01% 413
2025
Q4 		$909 Buy
+73
New +$788 ﹤0.01% 387

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

Advocate Investing Services's VTRS Position: Q2 2026 in Review

Advocate Investing Services held its Viatris (VTRS) position steady in Q2 2026 at 49 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Advocate Investing Services first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $909 in Q4 2025. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Advocate Investing Services held 49 shares of Viatris worth $778 as of Q2 2026.
  • Advocate Investing Services left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #425 holding.
  • Advocate Investing Services first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Viatris position peaked at $909 in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.