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Asset Planning Inc’s Viatris VTRS Stock Holding History

Asset Planning Inc’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 		$161K Hold
10,150
– – 0.1% 103
2026
Q1 		$137K Hold
10,150
– – 0.1% 97
2025
Q4 		$126K Hold
10,150
– – 0.09% 97
2025
Q3 		$100K Hold
10,150
– – 0.07% 111
2025
Q2 		$90.6K Hold
10,150
– – 0.07% 115
2025
Q1 		$88.4K Hold
10,150
– – 0.07% 111
2024
Q4 		$126K Buy
+10,150
New +$125K 0.1% 93

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

Asset Planning Inc's VTRS Position: Q2 2026 in Review

Asset Planning Inc held its Viatris (VTRS) position steady in Q2 2026 at 10,150 shares worth $161K. The position accounts for 0.1% of the portfolio, ranked #103.

Asset Planning Inc first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Asset Planning Inc held 10,150 shares of Viatris worth $161K as of Q2 2026.
  • Asset Planning Inc left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.1% of Asset Planning Inc's portfolio in Q2 2026, its #103 holding.
  • Asset Planning Inc first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.