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Birchwood Financial Partners’s Viatris VTRS Stock Holding History

Birchwood Financial Partners’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 		$2.97K Hold
187
– – ﹤0.01% 325
2026
Q1 		$2.53K Hold
187
– – ﹤0.01% 328
2025
Q4 		$2.33K Buy
+187
New +$2.02K ﹤0.01% 333

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

Birchwood Financial Partners's VTRS Position: Q2 2026 in Review

Birchwood Financial Partners held its Viatris (VTRS) position steady in Q2 2026 at 187 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Birchwood Financial Partners first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Birchwood Financial Partners held 187 shares of Viatris worth $2.97K as of Q2 2026.
  • Birchwood Financial Partners left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #325 holding.
  • Birchwood Financial Partners first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.