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Bell Investment Advisors’s Viatris VTRS Stock Holding History

Bell Investment 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 		$7.21K Sell
454
-12
-3% -$186 ﹤0.01% 829
2026
Q1 		$6.3K Buy
466
+121
+35% +$1.69K ﹤0.01% 868
2025
Q4 		$4.3K Buy
345
+44
+15% +$475 ﹤0.01% 1032
2025
Q3 		$2.98K Sell
301
-713
-70% -$6.94K ﹤0.01% 1168
2025
Q2 		$9.06K Sell
1,014
-114
-10% -$964 ﹤0.01% 715
2025
Q1 		$9.82K Buy
1,128
+19
+2% +$199 ﹤0.01% 614
2024
Q4 		$13.8K Sell
1,109
-368
-25% -$4.52K ﹤0.01% 483
2024
Q3 		$17.1K Sell
1,477
-109
-7% -$1.26K ﹤0.01% 433
2024
Q2 		$16.9K Sell
1,586
-111
-7% -$1.23K ﹤0.01% 435
2024
Q1 		$20.3K Hold
1,697
– – ﹤0.01% 380
2023
Q4 		$18.4K Sell
1,697
-145
-8% -$1.39K ﹤0.01% 373
2023
Q3 		$18.2K Buy
1,842
+861
+88% +$8.96K ﹤0.01% 332
2023
Q2 		$9.79K Buy
981
+244
+33% +$2.33K ﹤0.01% 519
2023
Q1 		$7.09K Sell
737
-62
-8% -$688 ﹤0.01% 615
2022
Q4 		$8.89K Sell
799
-464
-37% -$4.85K ﹤0.01% 532
2022
Q3 		$11K Buy
1,263
+569
+82% +$5.6K ﹤0.01% 402
2022
Q2 		$7K Buy
+694
New +$7.61K ﹤0.01% 580
2021
Q4 		$10K Buy
732
+514
+236% +$6.86K ﹤0.01% 504
2021
Q3 		$3K Buy
+218
New +$3.09K ﹤0.01% 985

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's VTRS Position: Q2 2026 in Review

Bell Investment Advisors reduced its Viatris (VTRS) stake by 2.6% in Q2 2026, selling an estimated $186 and leaving 454 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Bell Investment Advisors first reported a position in VTRS in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.3K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Bell Investment Advisors held 454 shares of Viatris worth $7.21K as of Q2 2026.
  • Bell Investment Advisors sold 12 Viatris shares in Q2 2026, an estimated $186.
  • Viatris made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #829 holding.
  • Bell Investment Advisors first reported a position in Viatris in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Viatris position peaked at $20.3K in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.