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Bay Harbor Wealth Management’s Viatris VTRS Stock Holding History

Bay Harbor 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 		$3.62K Buy
228
+50
+28% +$775 ﹤0.01% 493
2026
Q1 		$2.4K Buy
178
+77
+76% +$1.08K ﹤0.01% 518
2025
Q4 		$1.26K Buy
101
+29
+40% +$313 ﹤0.01% 576
2025
Q3 		$712 Buy
72
+34
+89% +$331 ﹤0.01% 609
2025
Q2 		$339 Buy
38
+20
+111% +$169 ﹤0.01% 760
2025
Q1 		$156 Buy
+18
New +$189 ﹤0.01% 758
2021
Q1 		– Sell
-21
Closed – – 424
2020
Q4 		$0 Buy
+21
New +$343 ﹤0.01% 466

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

Bay Harbor Wealth Management's VTRS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Viatris (VTRS) stake by 28% in Q2 2026, buying an estimated $775 and bringing the position to 228 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Bay Harbor Wealth Management first reported a position in VTRS in Q4 2020 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Bay Harbor Wealth Management held 228 shares of Viatris worth $3.62K as of Q2 2026.
  • Bay Harbor Wealth Management bought 50 Viatris shares in Q2 2026, an estimated $775.
  • Viatris made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Bay Harbor Wealth Management first reported a position in Viatris in Q4 2020 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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