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B. Riley Wealth Advisors’s Viatris VTRS Stock Holding History

B. Riley 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 		$518K Buy
31,929
+5,067
+19% +$78.5K 0.03% 460
2026
Q1 		$348K Sell
26,862
-327
-1% -$4.58K 0.02% 538
2025
Q4 		$339K Sell
27,189
-5,379
-17% -$58K 0.02% 667
2025
Q3 		$322K Buy
32,568
+1,968
+6% +$19.2K 0.01% 692
2025
Q2 		$273K Buy
+30,600
New +$259K 0.01% 750
2024
Q4 		– Sell
-17,342
Closed -$199K – 1297
2024
Q3 		$199K Sell
17,342
-3,022
-15% -$34.9K 0.01% 1145
2024
Q2 		$216K Sell
20,364
-30,294
-60% -$335K 0.01% 1193
2024
Q1 		$499K Buy
50,658
+11,554
+30% +$139K 0.01% 792
2023
Q4 		$423K Sell
39,104
-11,554
-23% -$111K 0.01% 904
2023
Q3 		$499K Buy
50,658
+8,714
+21% +$90.7K 0.01% 792
2023
Q2 		$419K Sell
41,944
-3,058
-7% -$29.2K 0.01% 948
2023
Q1 		$433K Buy
45,002
+2,539
+6% +$28.2K 0.01% 867
2022
Q4 		$473K Buy
42,463
+6,531
+18% +$68.2K 0.01% 808
2022
Q3 		$307K Buy
35,932
+16,113
+81% +$159K 0.01% 992
2022
Q2 		$208K Sell
19,819
-2,186
-10% -$24K 0.01% 1029
2022
Q1 		$240K Sell
22,005
-3,321
-13% -$43.8K 0.01% 1130
2021
Q4 		$343K Sell
25,326
-2,525
-9% -$33.7K 0.01% 1002
2021
Q3 		$378K Buy
27,851
+3,061
+12% +$43.4K 0.01% 926
2021
Q2 		$355K Sell
24,790
-5,647
-19% -$81.7K 0.01% 933
2021
Q1 		$428K Buy
30,437
+10,464
+52% +$171K 0.02% 815
2020
Q4 		$376K Buy
+19,973
New +$326K 0.02% 639
2015
Q1 		– Sell
-850
Closed -$48 – 1963
2014
Q4 		$48 Buy
+850
New +$45.6K ﹤0.01% 2119
2014
Q3 		– Sell
-1,554
Closed -$80.1K – 1872
2014
Q2 		$80.1K Buy
+1,554
New +$76.4K 0.02% 818

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's VTRS Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Viatris (VTRS) stake by 19% in Q2 2026, buying an estimated $78.5K and bringing the position to 31,929 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #460.

B. Riley Wealth Advisors first reported a position in VTRS in Q2 2014 and has held it in 23 quarters since. 166 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • B. Riley Wealth Advisors held 31,929 shares of Viatris worth $518K as of Q2 2026.
  • B. Riley Wealth Advisors bought 5,067 Viatris shares in Q2 2026, an estimated $78.5K.
  • Viatris made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #460 holding.
  • B. Riley Wealth Advisors first reported a position in Viatris in Q2 2014 and has held it in 23 quarters since.
  • 166 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.