AWA
VTRS icon

AGH Wealth Advisors’s Viatris VTRS Stock Holding History

AGH Wealth 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 		– Sell
-10,653
Closed -$144K – 137
2026
Q1 		$144K Sell
10,653
-913
-8% -$12.8K 0.11% 123
2025
Q4 		$144K Sell
11,566
-1,082
-9% -$11.7K 0.11% 115
2025
Q3 		$125K Buy
12,648
+28
+0.2% +$273 0.09% 124
2025
Q2 		$113K Buy
12,620
+1,746
+16% +$14.8K 0.09% 127
2025
Q1 		$94.7K Buy
+10,874
New +$114K 0.09% 118

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AGH Wealth Advisors's VTRS Position: Q2 2026 in Review

AGH Wealth Advisors sold out of Viatris (VTRS) in Q2 2026, closing a stake of 10,653 shares — an estimated $144K sold.

AGH Wealth Advisors first reported a position in VTRS in Q1 2025 and held it in 5 quarters. The position peaked at $144K in Q4 2025. 268 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • AGH Wealth Advisors reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 10,653 Viatris shares in Q2 2026, an estimated $144K.
  • AGH Wealth Advisors first reported a position in Viatris in Q1 2025 and held it in 5 quarters.
  • AGH Wealth Advisors's Viatris position peaked at $144K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.