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Aptus Capital Advisors’s Viatris VTRS Stock Holding History

Aptus Capital 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 		$174K Buy
10,958
+857
+8% +$13.3K ﹤0.01% 1145
2026
Q1 		$136K Buy
+10,101
New +$141K ﹤0.01% 1081

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

Aptus Capital Advisors's VTRS Position: Q2 2026 in Review

Aptus Capital Advisors increased its Viatris (VTRS) stake by 8.5% in Q2 2026, buying an estimated $13.3K and bringing the position to 10,958 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Aptus Capital Advisors first reported a position in VTRS in Q1 2026 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Aptus Capital Advisors held 10,958 shares of Viatris worth $174K as of Q2 2026.
  • Aptus Capital Advisors bought 857 Viatris shares in Q2 2026, an estimated $13.3K.
  • Viatris made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1145 holding.
  • Aptus Capital Advisors first reported a position in Viatris in Q1 2026 and has held it in 2 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.