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Axxcess Wealth Management’s Viatris VTRS Stock Holding History

Axxcess Wealth Management’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 		$228K Buy
+14,383
New +$223K ﹤0.01% 961
2026
Q1 		– Sell
-14,378
Closed -$179K – 994
2025
Q4 		$179K Buy
14,378
+4
+0% +$43 ﹤0.01% 1002
2025
Q3 		$142K Buy
14,374
+4
+0% +$39 ﹤0.01% 908
2025
Q2 		$128K Sell
14,370
-112
-0.8% -$947 ﹤0.01% 864
2025
Q1 		$126K Buy
14,482
+2,631
+22% +$27.6K ﹤0.01% 828
2024
Q4 		$148K Sell
11,851
-361
-3% -$4.44K ﹤0.01% 834
2024
Q3 		$142K Buy
12,212
+1,149
+10% +$13.3K ﹤0.01% 859
2024
Q2 		$118K Buy
11,063
+9
+0.1% +$99 ﹤0.01% 816
2024
Q1 		$132K Buy
+11,054
New +$133K ﹤0.01% 842
2023
Q4 		– Sell
-10,778
Closed -$106K – 941
2023
Q3 		$106K Buy
10,778
+4
+0% +$42 ﹤0.01% 771
2023
Q2 		$108K Buy
+10,774
New +$103K 0.01% 572

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

Axxcess Wealth Management's VTRS Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Viatris (VTRS) in Q2 2026: 14,383 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VTRS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VTRS in Q2 2023 and has held it in 11 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Axxcess Wealth Management held 14,383 shares of Viatris worth $228K as of Q2 2026.
  • Viatris was a new Axxcess Wealth Management position in Q2 2026.
  • Viatris made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #961 holding.
  • Axxcess Wealth Management first reported a position in Viatris in Q2 2023 and has held it in 11 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.