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AE Wealth Management’s Viatris VTRS Stock Holding History

AE 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 		$159K Sell
10,042
-2,803
-22% -$43.4K ﹤0.01% 1781
2026
Q1 		$174K Buy
+12,845
New +$180K ﹤0.01% 1643
2024
Q3 		– Sell
-13,111
Closed -$139K – 1330
2024
Q2 		$139K Buy
+13,111
New +$145K ﹤0.01% 1187
2024
Q1 		– Sell
-78,756
Closed -$940K – 1980
2023
Q4 		$940K Buy
78,756
+21,817
+38% +$209K ﹤0.01% 1179
2023
Q3 		$561K Sell
56,939
-23,846
-30% -$248K ﹤0.01% 1315
2023
Q2 		$806K Buy
80,785
+48,895
+153% +$467K ﹤0.01% 1168
2023
Q1 		$307K Sell
31,890
-296,539
-90% -$3.29M ﹤0.01% 1544
2022
Q4 		$3.66M Buy
328,429
+292,462
+813% +$3.06M 0.03% 554
2022
Q3 		$306K Sell
35,967
-7,136
-17% -$70.2K ﹤0.01% 1471
2022
Q2 		$451K Buy
43,103
+3,151
+8% +$34.5K ﹤0.01% 1250
2022
Q1 		$435K Buy
39,952
+3,520
+10% +$46.4K ﹤0.01% 1274
2021
Q4 		$493K Buy
36,432
+945
+3% +$12.6K ﹤0.01% 1254
2021
Q3 		$481K Buy
35,487
+1,621
+5% +$23K ﹤0.01% 1185
2021
Q2 		$484K Buy
33,866
+7,893
+30% +$114K ﹤0.01% 1150
2021
Q1 		$363K Sell
25,973
-58,436
-69% -$952K ﹤0.01% 1187
2020
Q4 		$1.58M Buy
+84,409
New +$1.38M 0.02% 566
2019
Q4 		– Sell
-35,330
Closed -$699K – 1177
2019
Q3 		$699K Buy
+35,330
New +$693K 0.02% 531

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 $3.38T AUM 44.17% 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

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

AE Wealth Management reduced its Viatris (VTRS) stake by 22% in Q2 2026, selling an estimated $43.4K and leaving 10,042 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

AE Wealth Management first reported a position in VTRS in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.66M in Q4 2022. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • AE Wealth Management held 10,042 shares of Viatris worth $159K as of Q2 2026.
  • AE Wealth Management sold 2,803 Viatris shares in Q2 2026, an estimated $43.4K.
  • Viatris made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1781 holding.
  • AE Wealth Management first reported a position in Viatris in Q3 2019 and has held it in 17 quarters since.
  • AE Wealth Management's Viatris position peaked at $3.66M in Q4 2022.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.