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Beaird Harris Wealth Management’s Viatris VTRS Stock Holding History

Beaird Harris 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 		$5.34K Buy
336
+1
+0.3% +$15 ﹤0.01% 441
2026
Q1 		$4.53K Sell
335
-36
-10% -$504 ﹤0.01% 425
2025
Q4 		$4.63K Buy
371
+1
+0.3% +$11 ﹤0.01% 446
2025
Q3 		$3.67K Buy
370
+19
+5% +$185 ﹤0.01% 453
2025
Q2 		$3.13K Buy
351
+2
+0.6% +$17 ﹤0.01% 454
2025
Q1 		$3.04K Buy
349
+1
+0.3% +$10 ﹤0.01% 415
2024
Q4 		$4.33K Buy
348
+1
+0.3% +$12 ﹤0.01% 387
2024
Q3 		$4.03K Sell
347
-374
-52% -$4.32K ﹤0.01% 391
2024
Q2 		$7.67K Sell
721
-35
-5% -$387 ﹤0.01% 408
2024
Q1 		$9.03K Buy
756
+37
+5% +$446 ﹤0.01% 333
2023
Q4 		$7.79K Buy
719
+1
+0.1% +$10 ﹤0.01% 347
2023
Q3 		$7.08K Buy
718
+90
+14% +$937 ﹤0.01% 286
2023
Q2 		$6.27K Hold
628
– – ﹤0.01% 302
2023
Q1 		$6.04K Sell
628
-49
-7% -$543 ﹤0.01% 304
2022
Q4 		$7.54K Buy
677
+27
+4% +$282 ﹤0.01% 358
2022
Q3 		$6K Buy
650
+75
+13% +$738 ﹤0.01% 334
2022
Q2 		$6K Sell
575
-75
-12% -$822 ﹤0.01% 298
2022
Q1 		$7K Hold
650
– – ﹤0.01% 396
2021
Q4 		$9K Buy
+650
New +$8.68K ﹤0.01% 424

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

Beaird Harris Wealth Management's VTRS Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Viatris (VTRS) stake by 0.3% in Q2 2026, buying an estimated $15 and bringing the position to 336 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Beaird Harris Wealth Management first reported a position in VTRS in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.03K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Beaird Harris Wealth Management held 336 shares of Viatris worth $5.34K as of Q2 2026.
  • Beaird Harris Wealth Management bought 1 Viatris share in Q2 2026, an estimated $15.
  • Viatris made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #441 holding.
  • Beaird Harris Wealth Management first reported a position in Viatris in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Viatris position peaked at $9.03K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.