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Beacon Pointe Advisors’s Viatris VTRS Stock Holding History

Beacon Pointe Advisors’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 		$500K Buy
31,509
+3,952
+14% +$61.3K ﹤0.01% 1338
2026
Q1 		$372K Buy
27,557
+13,982
+103% +$196K ﹤0.01% 1426
2025
Q4 		$169K Sell
13,575
-830
-6% -$8.96K ﹤0.01% 1444
2025
Q3 		$143K Sell
14,405
-6,815
-32% -$66.3K ﹤0.01% 1344
2025
Q2 		$189K Sell
21,220
-360
-2% -$3.04K ﹤0.01% 1195
2025
Q1 		$188K Sell
21,580
-843
-4% -$8.85K ﹤0.01% 1159
2024
Q4 		$279K Buy
22,423
+8,261
+58% +$102K ﹤0.01% 1038
2024
Q3 		$164K Sell
14,162
-963
-6% -$11.1K ﹤0.01% 1174
2024
Q2 		$161K Sell
15,125
-11,587
-43% -$128K ﹤0.01% 1202
2024
Q1 		$319K Sell
26,712
-970
-4% -$11.7K ﹤0.01% 1096
2023
Q4 		$300K Sell
27,682
-3,272
-11% -$31.3K ﹤0.01% 1080
2023
Q3 		$305K Buy
30,954
+9,256
+43% +$96.4K ﹤0.01% 1061
2023
Q2 		$217K Sell
21,698
-3,028
-12% -$28.9K ﹤0.01% 988
2023
Q1 		$238K Buy
24,726
+2,182
+10% +$24.2K ﹤0.01% 1009
2022
Q4 		$251K Buy
22,544
+5,811
+35% +$60.7K ﹤0.01% 924
2022
Q3 		$132K Buy
16,733
+734
+5% +$7.22K ﹤0.01% 950
2022
Q2 		$153K Sell
15,999
-11,047
-41% -$121K ﹤0.01% 985
2022
Q1 		$294K Sell
27,046
-1,870
-6% -$24.6K ﹤0.01% 987
2021
Q4 		$391K Buy
28,916
+8,714
+43% +$116K 0.01% 637
2021
Q3 		$274K Sell
20,202
-6,499
-24% -$92.2K 0.01% 743
2021
Q2 		$382K Buy
26,701
+16,249
+155% +$235K 0.01% 574
2021
Q1 		$145K Sell
10,452
-2,320
-18% -$37.8K 0.01% 516
2020
Q4 		$233K Buy
+12,772
New +$208K 0.02% 431

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 Pointe Advisors's VTRS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Viatris (VTRS) stake by 14% in Q2 2026, buying an estimated $61.3K and bringing the position to 31,509 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Beacon Pointe Advisors first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Beacon Pointe Advisors held 31,509 shares of Viatris worth $500K as of Q2 2026.
  • Beacon Pointe Advisors bought 3,952 Viatris shares in Q2 2026, an estimated $61.3K.
  • Viatris made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1338 holding.
  • Beacon Pointe Advisors first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.