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Allied Private Wealth’s Viatris VTRS Stock Holding History

Allied Private Wealth’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 		$22.4K Buy
+1,346
New +$20.9K 0.01% 372

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

Allied Private Wealth's VTRS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Viatris (VTRS) in Q2 2026: 1,346 shares worth $22.4K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings.

1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Allied Private Wealth held 1,346 shares of Viatris worth $22.4K as of Q2 2026.
  • Viatris was a new Allied Private Wealth position in Q2 2026.
  • Viatris made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #372 holding.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.