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Basepoint Wealth’s Viatris VTRS Stock Holding History

Basepoint Wealth’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 		$4.57K Buy
288
+277
+2,518% +$4.29K ﹤0.01% 477
2026
Q1 		$142 Buy
11
+1
+10% +$14 ﹤0.01% 638
2025
Q4 		$130 Buy
+10
New +$108 ﹤0.01% 594

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

Basepoint Wealth's VTRS Position: Q2 2026 in Review

Basepoint Wealth increased its Viatris (VTRS) stake by 2,518% in Q2 2026, buying an estimated $4.29K and bringing the position to 288 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Basepoint Wealth first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Basepoint Wealth held 288 shares of Viatris worth $4.57K as of Q2 2026.
  • Basepoint Wealth bought 277 Viatris shares in Q2 2026, an estimated $4.29K.
  • Viatris made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #477 holding.
  • Basepoint Wealth first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.