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Cherry Tree Wealth Management’s Viatris VTRS Stock Holding History

Cherry Tree 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
Q1 		$25.7K Buy
1,904
+16
+0.8% +$224 0.01% 327
2025
Q4 		$23.5K Buy
1,888
+19
+1% +$205 0.01% 337
2025
Q3 		$18.5K Buy
1,869
+23
+1% +$224 ﹤0.01% 347
2025
Q2 		$16.5K Buy
1,846
+24
+1% +$203 ﹤0.01% 356
2025
Q1 		$15.9K Buy
1,822
+23
+1% +$241 ﹤0.01% 373
2024
Q4 		$22.4K Buy
1,799
+17
+1% +$209 0.01% 325
2024
Q3 		$20.7K Buy
1,782
+18
+1% +$208 ﹤0.01% 340
2024
Q2 		$18.8K Buy
1,764
+20
+1% +$221 ﹤0.01% 334
2024
Q1 		$20.8K Buy
1,744
+18
+1% +$217 0.01% 313
2023
Q4 		$18.7K Sell
1,726
-874
-34% -$8.37K 0.01% 310
2023
Q3 		$25.6K Buy
2,600
+20
+0.8% +$208 0.01% 277
2023
Q2 		$25.7K Buy
+2,580
New +$24.6K 0.01% 275

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's VTRS Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Viatris (VTRS) stake by 0.85% in Q1 2026, buying an estimated $224 and bringing the position to 1,904 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #327.

Cherry Tree Wealth Management first reported a position in VTRS in Q2 2023 and has held it in 12 quarters since. The position peaked at $25.7K in Q2 2023. 1,029 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Cherry Tree Wealth Management held 1,904 shares of Viatris worth $25.7K as of Q1 2026.
  • Cherry Tree Wealth Management bought 16 Viatris shares in Q1 2026, an estimated $224.
  • Viatris made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #327 holding.
  • Cherry Tree Wealth Management first reported a position in Viatris in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Viatris position peaked at $25.7K in Q2 2023.
  • 1,029 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.