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Broadwater Capital’s Viatris VTRS Stock Holding History

Broadwater Capital’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 		$13.6K Hold
855
– – 0.01% 147
2026
Q1 		$10.6K Hold
855
– – 0.01% 158
2025
Q4 		$10.6K Hold
855
– – 0.01% 158
2025
Q3 		$8.46K Sell
855
-6,780
-89% -$66K 0.01% 170
2025
Q2 		$7.63K Buy
7,635
+6,780
+793% +$57.3K 0.01% 174
2025
Q1 		$7.45K Hold
855
– – 0.01% 172
2024
Q4 		$10.6K Hold
855
– – 0.01% 165
2024
Q3 		$9.93K Hold
855
– – 0.01% 172
2024
Q2 		$9.09K Hold
855
– – 0.01% 174
2024
Q1 		$10.2K Hold
855
– – 0.01% 172
2023
Q4 		$9.26K Buy
+855
New +$8.19K 0.01% 170

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

Broadwater Capital's VTRS Position: Q2 2026 in Review

Broadwater Capital held its Viatris (VTRS) position steady in Q2 2026 at 855 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #147.

Broadwater Capital first reported a position in VTRS in Q4 2023 and has held it in 11 quarters since. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Broadwater Capital held 855 shares of Viatris worth $13.6K as of Q2 2026.
  • Broadwater Capital left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #147 holding.
  • Broadwater Capital first reported a position in Viatris in Q4 2023 and has held it in 11 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.