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

Bartlett & 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 		$17.9K Buy
1,128
+367
+48% +$5.69K ﹤0.01% 911
2026
Q1 		$11.6K Buy
761
+219
+40% +$3.06K ﹤0.01% 908
2025
Q4 		$6.75K Hold
542
– – ﹤0.01% 974
2025
Q3 		$5.37K Buy
542
+461
+569% +$4.49K ﹤0.01% 997
2025
Q2 		$725 Sell
81
-756
-90% -$6.39K ﹤0.01% 1156
2025
Q1 		$7.29K Sell
837
-248
-23% -$2.6K ﹤0.01% 943
2024
Q4 		$13.5K Sell
1,085
-14
-1% -$172 ﹤0.01% 872
2024
Q3 		$12.8K Sell
1,099
-3
-0.3% -$35 ﹤0.01% 890
2024
Q2 		$11.7K Hold
1,102
– – ﹤0.01% 901
2024
Q1 		$13.2K Sell
1,102
-1,126
-51% -$13.6K ﹤0.01% 884
2023
Q4 		$24.2K Sell
2,228
-3,204
-59% -$30.7K ﹤0.01% 848
2023
Q3 		$53.6K Sell
5,432
-11,424
-68% -$119K ﹤0.01% 656
2023
Q2 		$168K Buy
16,856
+12,064
+252% +$115K ﹤0.01% 476
2023
Q1 		$46.1K Sell
4,792
-3,252
-40% -$36.1K ﹤0.01% 581
2022
Q4 		$89.5K Sell
8,044
-37
-0.5% -$387 ﹤0.01% 488
2022
Q3 		$68.9K Hold
8,081
– – ﹤0.01% 515
2022
Q2 		$84.6K Sell
8,081
-144
-2% -$1.58K ﹤0.01% 490
2022
Q1 		$89.5K Sell
8,225
-2,345
-22% -$30.9K ﹤0.01% 501
2021
Q4 		$143K Buy
10,570
+2,573
+32% +$34.4K ﹤0.01% 400
2021
Q3 		$108K Buy
7,997
+1,663
+26% +$23.6K ﹤0.01% 400
2021
Q2 		$90.5K Sell
6,334
-2,669
-30% -$38.6K ﹤0.01% 422
2021
Q1 		$126K Sell
9,003
-7,243
-45% -$118K ﹤0.01% 386
2020
Q4 		$304K Buy
+16,246
New +$265K 0.01% 291
2018
Q2 		– Sell
-400
Closed -$16.5K – 778
2018
Q1 		$16.5K Buy
+400
New +$17.1K ﹤0.01% 555

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

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

Bartlett & Co Wealth Management increased its Viatris (VTRS) stake by 48% in Q2 2026, buying an estimated $5.69K and bringing the position to 1,128 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Bartlett & Co Wealth Management first reported a position in VTRS in Q1 2018 and has held it in 24 quarters since. The position peaked at $304K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,128 shares of Viatris worth $17.9K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 367 Viatris shares in Q2 2026, an estimated $5.69K.
  • Viatris made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #911 holding.
  • Bartlett & Co Wealth Management first reported a position in Viatris in Q1 2018 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's Viatris position peaked at $304K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.