BWM
VTRS icon

Bullock Wealth Management’s Viatris VTRS Stock Holding History

Bullock Wealth Management’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 		$4.93K Buy
305
+1
+0.3% +$15 ﹤0.01% 501
2026
Q1 		$4.15K Hold
304
– – ﹤0.01% 515
2025
Q4 		$3.78K Buy
304
+1
+0.3% +$11 ﹤0.01% 489
2025
Q3 		$3.06K Hold
303
– – ﹤0.01% 510
2025
Q2 		$2.78K Buy
303
+1
+0.3% +$8 ﹤0.01% 487
2025
Q1 		$2.6K Buy
302
+1
+0.3% +$10 ﹤0.01% 483
2024
Q4 		$3.75K Hold
301
– – ﹤0.01% 466
2024
Q3 		$3.46K Buy
301
+1
+0.3% +$12 ﹤0.01% 455
2024
Q2 		$3.18K Hold
300
– – ﹤0.01% 438
2024
Q1 		$3.58K Buy
+300
New +$3.61K ﹤0.01% 445

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

Bullock Wealth Management's VTRS Position: Q2 2026 in Review

Bullock Wealth Management increased its Viatris (VTRS) stake by 0.33% in Q2 2026, buying an estimated $15 and bringing the position to 305 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Bullock Wealth Management first reported a position in VTRS in Q1 2024 and has held it in 10 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Bullock Wealth Management held 305 shares of Viatris worth $4.93K as of Q2 2026.
  • Bullock Wealth Management bought 1 Viatris share in Q2 2026, an estimated $15.
  • Viatris made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Bullock Wealth Management first reported a position in Viatris in Q1 2024 and has held it in 10 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.