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Arkadios Wealth Advisors’s Viatris VTRS Stock Holding History

Arkadios 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 		$559K Buy
35,208
+8,099
+30% +$126K 0.01% 1073
2026
Q1 		$366K Buy
27,109
+807
+3% +$11.3K 0.01% 1257
2025
Q4 		$327K Buy
26,302
+11,750
+81% +$127K 0.01% 1206
2025
Q3 		$144K Buy
14,552
+592
+4% +$5.76K ﹤0.01% 1387
2025
Q2 		$125K Sell
13,960
-2,079
-13% -$17.6K ﹤0.01% 1244
2025
Q1 		$140K Buy
16,039
+2,062
+15% +$21.6K 0.01% 1063
2024
Q4 		$174K Sell
13,977
-52
-0.4% -$639 0.01% 866
2024
Q3 		$163K Sell
14,029
-68,571
-83% -$791K 0.01% 859
2024
Q2 		$878K Buy
82,600
+142
+0.2% +$1.57K 0.06% 309
2024
Q1 		$985K Sell
82,458
-4,520
-5% -$54.4K 0.08% 238
2023
Q4 		$942K Buy
86,978
+20,404
+31% +$195K 0.08% 234
2023
Q3 		$656K Buy
66,574
+1,293
+2% +$13.5K 0.06% 278
2023
Q2 		$652K Sell
65,281
-1,020
-2% -$9.74K 0.08% 252
2023
Q1 		$638K Buy
+66,301
New +$735K 0.08% 256
2021
Q4 		– Sell
-3,299
Closed -$44K – 1761
2021
Q3 		$44K Sell
3,299
-779
-19% -$11.1K 0.01% 927
2021
Q2 		$58K Buy
4,078
+1,935
+90% +$28K 0.01% 878
2021
Q1 		$29K Buy
2,143
+837
+64% +$13.6K ﹤0.01% 860
2020
Q4 		$24K Buy
+1,306
New +$21.3K 0.01% 707

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

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

Arkadios Wealth Advisors increased its Viatris (VTRS) stake by 30% in Q2 2026, buying an estimated $126K and bringing the position to 35,208 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #1073.

Arkadios Wealth Advisors first reported a position in VTRS in Q4 2020 and has held it in 18 quarters since. The position peaked at $985K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Arkadios Wealth Advisors held 35,208 shares of Viatris worth $559K as of Q2 2026.
  • Arkadios Wealth Advisors bought 8,099 Viatris shares in Q2 2026, an estimated $126K.
  • Viatris made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1073 holding.
  • Arkadios Wealth Advisors first reported a position in Viatris in Q4 2020 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's Viatris position peaked at $985K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.