AFS
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Axiom Financial Strategies’s Viatris VTRS Stock Holding History

Axiom Financial Strategies’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
Q1 		$366K Buy
27,084
+4,492
+20% +$62.9K 0.13% 22
2025
Q4 		$281K Buy
22,592
+3,001
+15% +$32.4K 0.12% 44
2025
Q3 		$194K Sell
19,591
-1,200
-6% -$11.7K 0.08% 49
2025
Q2 		$186K Buy
20,791
+4,541
+28% +$38.4K 0.1% 40
2025
Q1 		$142K Buy
+16,250
New +$171K 0.08% 48
2022
Q3 		– Sell
-14,208
Closed -$149K – 77
2022
Q2 		$149K Buy
14,208
+96
+0.7% +$1.05K 0.08% 74
2022
Q1 		$145K Buy
+14,112
New +$186K 0.07% 75

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axiom Financial Strategies's VTRS Position: Q1 2026 in Review

Axiom Financial Strategies increased its Viatris (VTRS) stake by 20% in Q1 2026, buying an estimated $62.9K and bringing the position to 27,084 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #22.

Axiom Financial Strategies first reported a position in VTRS in Q1 2022 and has held it in 7 quarters since. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Axiom Financial Strategies held 27,084 shares of Viatris worth $366K as of Q1 2026.
  • Axiom Financial Strategies bought 4,492 Viatris shares in Q1 2026, an estimated $62.9K.
  • Viatris made up 0.13% of Axiom Financial Strategies's portfolio in Q1 2026, its #22 holding.
  • Axiom Financial Strategies first reported a position in Viatris in Q1 2022 and has held it in 7 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.