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CBIZ Investment Advisory Services’s Viatris VTRS Stock Holding History

CBIZ Investment Advisory Services’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 		$392 Hold
29
– – ﹤0.01% 399
2026
Q1 		$392 Sell
29
-66
-69% -$924 ﹤0.01% 399
2025
Q4 		$1.18K Hold
95
– – ﹤0.01% 701
2025
Q3 		$941 Sell
95
-358
-79% -$3.48K ﹤0.01% 622
2025
Q2 		$4.05K Buy
453
+159
+54% +$1.34K ﹤0.01% 456
2025
Q1 		$2.56K Hold
294
– – ﹤0.01% 451
2024
Q4 		$3.66K Buy
294
+265
+914% +$3.26K ﹤0.01% 340
2024
Q3 		$336 Sell
29
-323
-92% -$3.73K ﹤0.01% 393
2024
Q2 		$3.74K Hold
352
– – ﹤0.01% 308
2024
Q1 		$4.2K Buy
+352
New +$4.24K ﹤0.01% 287
2021
Q3 		– Hold
0
– – – 92
2021
Q2 		– Hold
0
– – – 88
2021
Q1 		– Hold
0
– – – 79
2020
Q4 		– Hold
0
– – – 92

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

CBIZ Investment Advisory Services's VTRS Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Viatris (VTRS) position steady in Q2 2026 at 29 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #399.

CBIZ Investment Advisory Services first reported a position in VTRS in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.2K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • CBIZ Investment Advisory Services held 29 shares of Viatris worth $392 as of Q2 2026.
  • CBIZ Investment Advisory Services left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #399 holding.
  • CBIZ Investment Advisory Services first reported a position in Viatris in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Viatris position peaked at $4.2K in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.