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Beacon Investment Advisory Services’s Viatris VTRS Stock Holding History

Beacon Investment Advisory Services’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 		$971K Buy
61,133
+5,099
+9% +$79K 0.04% 140
2026
Q1 		$757K Buy
56,034
+8,597
+18% +$120K 0.03% 150
2025
Q4 		$591K Buy
47,437
+2,466
+5% +$26.6K 0.02% 166
2025
Q3 		$445K Sell
44,971
-1,804
-4% -$17.6K 0.02% 183
2025
Q2 		$418K Sell
46,775
-3,410
-7% -$28.8K 0.02% 181
2025
Q1 		$437K Buy
50,185
+13,568
+37% +$142K 0.02% 174
2024
Q4 		$456K Sell
36,617
-6,026
-14% -$74.1K 0.02% 175
2024
Q3 		$495K Sell
42,643
-3,662
-8% -$42.2K 0.02% 180
2024
Q2 		$492K Sell
46,305
-6,290
-12% -$69.5K 0.02% 175
2024
Q1 		$628K Sell
52,595
-3,570
-6% -$43K 0.03% 164
2023
Q4 		$608K Sell
56,165
-10,363
-16% -$99.2K 0.03% 167
2023
Q3 		$656K Buy
66,528
+20,698
+45% +$216K 0.03% 171
2023
Q2 		$457K Buy
45,830
+5,010
+12% +$47.9K 0.02% 206
2023
Q1 		$393K Buy
40,820
+2,752
+7% +$30.5K 0.02% 206
2022
Q4 		$424K Buy
38,068
+3,827
+11% +$40K 0.02% 199
2022
Q3 		$292K Buy
34,241
+21,066
+160% +$207K 0.02% 233
2022
Q2 		$138K Buy
13,175
+1,382
+12% +$15.2K 0.01% 276
2022
Q1 		$128K Buy
11,793
+1,190
+11% +$15.7K 0.01% 294
2021
Q4 		$143K Sell
10,603
-1,555
-13% -$20.8K 0.01% 300
2021
Q3 		$165K Sell
12,158
-6,201
-34% -$88K 0.01% 292
2021
Q2 		$262K Sell
18,359
-1,656
-8% -$24K 0.01% 274
2021
Q1 		$280K Sell
20,015
-17
-0.1% -$277 0.01% 262
2020
Q4 		$375K Buy
+20,032
New +$327K 0.02% 209

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

Beacon Investment Advisory Services's VTRS Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Viatris (VTRS) stake by 9.1% in Q2 2026, buying an estimated $79K and bringing the position to 61,133 shares worth $971K. The position accounts for 0.04% of the portfolio, ranked #140.

Beacon Investment Advisory Services first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Beacon Investment Advisory Services held 61,133 shares of Viatris worth $971K as of Q2 2026.
  • Beacon Investment Advisory Services bought 5,099 Viatris shares in Q2 2026, an estimated $79K.
  • Viatris made up 0.04% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #140 holding.
  • Beacon Investment Advisory Services first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.