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Cassaday & Co Wealth Management’s Viatris VTRS Stock Holding History

Cassaday & Co 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 		$40.4K Hold
2,554
– – ﹤0.01% 662
2026
Q1 		$34.4K Buy
+2,554
New +$35.7K ﹤0.01% 683

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

Cassaday & Co Wealth Management's VTRS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Viatris (VTRS) position steady in Q2 2026 at 2,554 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Cassaday & Co Wealth Management first reported a position in VTRS in Q1 2026 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,554 shares of Viatris worth $40.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Cassaday & Co Wealth Management first reported a position in Viatris in Q1 2026 and has held it in 2 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.