CFFP
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Center for Financial Planning’s Viatris VTRS Stock Holding History

Center for Financial Planning’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 		$8.18K Buy
515
+36
+8% +$558 ﹤0.01% 516
2026
Q1 		$6.48K Sell
479
-72
-13% -$1.01K ﹤0.01% 528
2025
Q4 		$6.86K Sell
551
-24
-4% -$259 ﹤0.01% 529
2025
Q3 		$5.69K Sell
575
-11
-2% -$107 ﹤0.01% 539
2025
Q2 		$5.24K Sell
586
-144
-20% -$1.22K ﹤0.01% 516
2025
Q1 		$6.36K Sell
730
-12
-2% -$126 ﹤0.01% 515
2024
Q4 		$9.24K Sell
742
-34
-4% -$418 ﹤0.01% 428
2024
Q3 		$9.01K Sell
776
-38
-5% -$438 ﹤0.01% 411
2024
Q2 		$8.65K Sell
814
-112
-12% -$1.24K ﹤0.01% 409
2024
Q1 		$11.1K Buy
926
+29
+3% +$349 ﹤0.01% 396
2023
Q4 		$9.71K Hold
897
– – ﹤0.01% 370
2023
Q3 		$8.84K Sell
897
-24
-3% -$250 ﹤0.01% 371
2023
Q2 		$9.19K Sell
921
-197
-18% -$1.88K ﹤0.01% 391
2023
Q1 		$10.8K Sell
1,118
-40
-3% -$444 ﹤0.01% 352
2022
Q4 		$12.9K Sell
1,158
-268
-19% -$2.8K ﹤0.01% 327
2022
Q3 		$12K Buy
1,426
+1
+0.1% +$10 ﹤0.01% 341
2022
Q2 		$15K Sell
1,425
-308
-18% -$3.38K ﹤0.01% 321
2022
Q1 		$19K Buy
1,733
+355
+26% +$4.68K ﹤0.01% 310
2021
Q4 		$19K Buy
1,378
+51
+4% +$681 ﹤0.01% 312
2021
Q3 		$18K Buy
1,327
+25
+2% +$355 ﹤0.01% 311
2021
Q2 		$19K Sell
1,302
-523
-29% -$7.57K ﹤0.01% 311
2021
Q1 		$25K Sell
1,825
-155
-8% -$2.53K 0.01% 287
2020
Q4 		$37K Buy
+1,980
New +$32.3K 0.01% 227

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

Center for Financial Planning's VTRS Position: Q2 2026 in Review

Center for Financial Planning increased its Viatris (VTRS) stake by 7.5% in Q2 2026, buying an estimated $558 and bringing the position to 515 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Center for Financial Planning first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $37K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Center for Financial Planning held 515 shares of Viatris worth $8.18K as of Q2 2026.
  • Center for Financial Planning bought 36 Viatris shares in Q2 2026, an estimated $558.
  • Viatris made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #516 holding.
  • Center for Financial Planning first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Center for Financial Planning's Viatris position peaked at $37K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.