BOK Financial Private Wealth’s Viatris VTRS Stock Holding History

BOK Financial Private Wealth’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	$509	Buy	+32	New	+$496	﹤0.01%	749
2026 Q1	–	Sell	-24	Closed	-$299	–	513
2025 Q4	$299	Buy	+24	New	+$259	﹤0.01%	454
2025 Q3	–	Sell	-101	Closed	-$902	–	431
2025 Q2	$902	Sell	101 -632	-86%	-$5.34K	﹤0.01%	413
2025 Q1	$6.38K	Sell	733 -100	-12%	-$1.05K	﹤0.01%	416
2024 Q4	$10.4K	Sell	833 -72	-8%	-$885	﹤0.01%	366
2024 Q3	$10.5K	Buy	905 +41	+5%	+$473	﹤0.01%	388
2024 Q2	$9.19K	Hold	864	–	–	﹤0.01%	377
2024 Q1	$10.3K	Hold	864	–	–	﹤0.01%	362
2023 Q4	$9.36K	Hold	864	–	–	﹤0.01%	366
2023 Q3	$8.52K	Buy	864 +122	+16%	+$1.27K	﹤0.01%	322
2023 Q2	$7.41K	Buy	742 +452	+156%	+$4.32K	﹤0.01%	316
2023 Q1	$2.79K	Hold	290	–	–	﹤0.01%	398
2022 Q4	$3.23K	Sell	290 -1,497	-84%	-$15.6K	﹤0.01%	336
2022 Q3	$15K	Sell	1,787 -43	-2%	-$423	﹤0.01%	314
2022 Q2	$19K	Buy	+1,830	New	+$20.1K	﹤0.01%	318

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BOK Financial Private Wealth's VTRS Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Viatris (VTRS) in Q2 2026: 32 shares worth $509. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in VTRS as recently as Q4 2025.

BOK Financial Private Wealth first reported a position in VTRS in Q2 2022 and has held it in 15 quarters since. The position peaked at $19K in Q2 2022. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

BOK Financial Private Wealth held 32 shares of Viatris worth $509 as of Q2 2026.
Viatris was a new BOK Financial Private Wealth position in Q2 2026.
Viatris made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #749 holding.
BOK Financial Private Wealth first reported a position in Viatris in Q2 2022 and has held it in 15 quarters since.
BOK Financial Private Wealth's Viatris position peaked at $19K in Q2 2022.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.