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Bruce G. Allen Investments’s Viatris VTRS Stock Holding History

Bruce G. Allen Investments’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 		$1.91K Sell
120
-171
-59% -$2.65K ﹤0.01% 701
2026
Q1 		$3.93K Hold
291
– – ﹤0.01% 604
2025
Q4 		$3.62K Hold
291
– – ﹤0.01% 606
2025
Q3 		$2.88K Hold
291
– – ﹤0.01% 643
2025
Q2 		$2.6K Sell
291
-530
-65% -$4.48K ﹤0.01% 666
2025
Q1 		$7.15K Buy
821
+5
+0.6% +$52 0.01% 506
2024
Q4 		$10.2K Hold
816
– – 0.01% 470
2024
Q3 		$9.47K Hold
816
– – 0.01% 484
2024
Q2 		$8.67K Hold
816
– – 0.01% 486
2024
Q1 		$9.7K Sell
816
-963
-54% -$11.6K 0.01% 478
2023
Q4 		$19.3K Buy
+1,779
New +$17K 0.02% 377

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
Davis Selected Advisers
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
Rubric Capital Management (New York)
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

Bruce G. Allen Investments's VTRS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Viatris (VTRS) stake by 59% in Q2 2026, selling an estimated $2.65K and leaving 120 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Bruce G. Allen Investments first reported a position in VTRS in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.3K in Q4 2023. 1,034 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Bruce G. Allen Investments held 120 shares of Viatris worth $1.91K as of Q2 2026.
  • Bruce G. Allen Investments sold 171 Viatris shares in Q2 2026, an estimated $2.65K.
  • Viatris made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #701 holding.
  • Bruce G. Allen Investments first reported a position in Viatris in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Viatris position peaked at $19.3K in Q4 2023.
  • 1,034 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.