BWA
VTRS icon

Beam Wealth Advisors’s Viatris VTRS Stock Holding History

Beam Wealth 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 		$323K Sell
20,327
-768
-4% -$11.9K 0.07% 108
2026
Q1 		$285K Sell
21,095
-6,787
-24% -$95K 0.07% 103
2025
Q4 		$347K Sell
27,882
-4,573
-14% -$49.3K 0.1% 98
2025
Q3 		$321K Sell
32,455
-10,050
-24% -$97.8K 0.09% 102
2025
Q2 		$380K Sell
42,505
-642
-1% -$5.43K 0.11% 97
2025
Q1 		$376K Sell
43,147
-2,753
-6% -$28.9K 0.13% 93
2024
Q4 		$571K Sell
45,900
-2,226
-5% -$27.4K 0.18% 88
2024
Q3 		$559K Sell
48,126
-1,592
-3% -$18.4K 0.17% 89
2024
Q2 		$529K Buy
+49,718
New +$549K 0.18% 87

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

Beam Wealth Advisors's VTRS Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Viatris (VTRS) stake by 3.6% in Q2 2026, selling an estimated $11.9K and leaving 20,327 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #108.

Beam Wealth Advisors first reported a position in VTRS in Q2 2024 and has held it in 9 quarters since. The position peaked at $571K in Q4 2024. 392 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Beam Wealth Advisors held 20,327 shares of Viatris worth $323K as of Q2 2026.
  • Beam Wealth Advisors sold 768 Viatris shares in Q2 2026, an estimated $11.9K.
  • Viatris made up 0.07% of Beam Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Beam Wealth Advisors first reported a position in Viatris in Q2 2024 and has held it in 9 quarters since.
  • Beam Wealth Advisors's Viatris position peaked at $571K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.