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Ball & Co Wealth Management’s Viatris VTRS Stock Holding History

Ball & Co 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 		$0 Hold
22
– – ﹤0.01% 86
2026
Q1 		$0 Buy
22
+1
+5% +$14 ﹤0.01% 87
2025
Q4 		$0 Hold
21
– – ﹤0.01% 88
2025
Q3 		$0 Hold
21
– – ﹤0.01% 92
2025
Q2 		$0 Hold
21
– – ﹤0.01% 76
2025
Q1 		$0 Buy
21
+1
+5% +$10 ﹤0.01% 73
2024
Q4 		$0 Buy
+20
New +$246 ﹤0.01% 73

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Ball & Co Wealth Management's VTRS Position: Q2 2026 in Review

Ball & Co Wealth Management held its Viatris (VTRS) position steady in Q2 2026 at 22 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #86.

Ball & Co Wealth Management first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Ball & Co Wealth Management held 22 shares of Viatris worth $0 as of Q2 2026.
  • Ball & Co Wealth Management left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Ball & Co Wealth Management first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.