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Brendel Financial Advisors’s Viatris VTRS Stock Holding History

Brendel Financial 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 		$168K Sell
10,591
-1
-0% -$15 0.08% 101
2026
Q1 		$143K Hold
10,592
– – 0.07% 95
2025
Q4 		$132K Hold
10,592
– – 0.06% 100
2025
Q3 		$105K Hold
10,592
– – 0.05% 102
2025
Q2 		$95K Sell
10,592
-618
-6% -$5.22K 0.05% 101
2025
Q1 		$98K Hold
11,210
– – 0.06% 91
2024
Q4 		$140K Sell
11,210
-16
-0.1% -$197 0.08% 89
2024
Q3 		$130K Hold
11,226
– – 0.07% 92
2024
Q2 		$119K Hold
11,226
– – 0.08% 87
2024
Q1 		$134K Hold
11,226
– – 0.15% 57
2023
Q4 		$122K Hold
11,226
– – 0.08% 88
2023
Q3 		$111K Hold
11,226
– – 0.16% 42
2023
Q2 		$112K Hold
11,226
– – 0.17% 42
2023
Q1 		$108K Hold
11,226
– – 0.08% 83
2022
Q4 		$125K Hold
11,226
– – 0.25% 36
2022
Q3 		$96K Hold
11,226
– – 0.23% 37
2022
Q2 		$118K Hold
11,226
– – 0.1% 88
2022
Q1 		$122K Hold
11,226
– – 0.07% 112
2021
Q4 		$152K Hold
11,226
– – 0.08% 107
2021
Q3 		$152K Hold
11,226
– – 0.18% 55
2021
Q2 		$160K Sell
11,226
-49
-0.4% -$709 0.09% 119
2021
Q1 		$158K Sell
11,275
-1,581
-12% -$25.8K 0.11% 85
2020
Q4 		$241K Buy
+12,856
New +$210K 0.16% 75

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

Brendel Financial Advisors's VTRS Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Viatris (VTRS) stake by 0.01% in Q2 2026, selling an estimated $15 and leaving 10,591 shares worth $168K. The position accounts for 0.08% of the portfolio, ranked #101.

Brendel Financial Advisors first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $241K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Brendel Financial Advisors held 10,591 shares of Viatris worth $168K as of Q2 2026.
  • Brendel Financial Advisors sold 1 Viatris share in Q2 2026, an estimated $15.
  • Viatris made up 0.08% of Brendel Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Brendel Financial Advisors first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Brendel Financial Advisors's Viatris position peaked at $241K in Q4 2020.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.