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Beacon Financial Strategies’s Viatris VTRS Stock Holding History

Beacon Financial Strategies’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 		$16.7K Hold
1,052
– – 0.01% 156
2026
Q1 		$14.2K Hold
1,052
– – 0.01% 130
2025
Q4 		$13.1K Buy
+1,052
New +$11.3K 0.01% 137

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

Beacon Financial Strategies's VTRS Position: Q2 2026 in Review

Beacon Financial Strategies held its Viatris (VTRS) position steady in Q2 2026 at 1,052 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #156.

Beacon Financial Strategies first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Beacon Financial Strategies held 1,052 shares of Viatris worth $16.7K as of Q2 2026.
  • Beacon Financial Strategies left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #156 holding.
  • Beacon Financial Strategies first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.