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Bogart Wealth LLC’s Viatris VTRS Stock Holding History

Bogart Wealth LLC’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 		$2.81K Sell
177
-150
-46% -$2.33K ﹤0.01% 1364
2026
Q1 		$4.42K Buy
327
+164
+101% +$2.29K ﹤0.01% 1094
2025
Q4 		$2.03K Buy
163
+51
+46% +$550 ﹤0.01% 1181
2025
Q3 		$1.11K Buy
112
+53
+90% +$516 ﹤0.01% 1263
2025
Q2 		$527 Sell
59
-17
-22% -$144 ﹤0.01% 1334
2025
Q1 		$660 Sell
76
-191
-72% -$2K ﹤0.01% 1229
2024
Q4 		$3.33K Buy
267
+37
+16% +$455 ﹤0.01% 988
2024
Q3 		$2.67K Buy
230
+2
+0.9% +$23 ﹤0.01% 933
2024
Q2 		$2.42K Buy
228
+80
+54% +$884 ﹤0.01% 903
2024
Q1 		$1.77K Sell
148
-73
-33% -$879 ﹤0.01% 921
2023
Q4 		$2.4K Sell
221
-59
-21% -$565 ﹤0.01% 875
2023
Q3 		$2.76K Hold
280
– – ﹤0.01% 837
2023
Q2 		$2.8K Sell
280
-44
-14% -$420 ﹤0.01% 833
2023
Q1 		$3.12K Hold
324
– – ﹤0.01% 827
2022
Q4 		$3.61K Sell
324
-2,098
-87% -$21.9K ﹤0.01% 722
2022
Q3 		$21K Sell
2,422
-185
-7% -$1.82K ﹤0.01% 426
2022
Q2 		$27K Buy
2,607
+1,991
+323% +$21.8K ﹤0.01% 378
2022
Q1 		$7K Hold
616
– – ﹤0.01% 542
2021
Q4 		$8K Hold
616
– – ﹤0.01% 503
2021
Q3 		$8K Sell
616
-67
-10% -$951 ﹤0.01% 491
2021
Q2 		$10K Buy
683
+111
+19% +$1.61K ﹤0.01% 452
2021
Q1 		$8K Buy
+572
New +$9.32K ﹤0.01% 440

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

Bogart Wealth LLC's VTRS Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Viatris (VTRS) stake by 46% in Q2 2026, selling an estimated $2.33K and leaving 177 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Bogart Wealth LLC first reported a position in VTRS in Q1 2021 and has held it in 22 quarters since. The position peaked at $27K in Q2 2022. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Bogart Wealth LLC held 177 shares of Viatris worth $2.81K as of Q2 2026.
  • Bogart Wealth LLC sold 150 Viatris shares in Q2 2026, an estimated $2.33K.
  • Viatris made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1364 holding.
  • Bogart Wealth LLC first reported a position in Viatris in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Viatris position peaked at $27K in Q2 2022.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.