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Clearstead Advisors’s Viatris VTRS Stock Holding History

Clearstead Advisors’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 		$69.5K Buy
4,374
+686
+19% +$10.6K ﹤0.01% 1395
2026
Q1 		$49.8K Sell
3,688
-42
-1% -$588 ﹤0.01% 1283
2025
Q4 		$46.4K Sell
3,730
-75
-2% -$809 ﹤0.01% 1434
2025
Q3 		$37.7K Sell
3,805
-137
-3% -$1.33K ﹤0.01% 1374
2025
Q2 		$35.2K Sell
3,942
-83
-2% -$702 ﹤0.01% 1402
2025
Q1 		$35.1K Buy
4,025
+465
+13% +$4.88K ﹤0.01% 1262
2024
Q4 		$44.3K Sell
3,560
-101
-3% -$1.24K ﹤0.01% 1189
2024
Q3 		$42.5K Buy
3,661
+370
+11% +$4.27K ﹤0.01% 1237
2024
Q2 		$35K Buy
3,291
+94
+3% +$1.04K ﹤0.01% 1251
2024
Q1 		$36.3K Buy
3,197
+51
+2% +$614 ﹤0.01% 838
2023
Q4 		$34.1K Sell
3,146
-1,144
-27% -$11K ﹤0.01% 835
2023
Q3 		$42.3K Sell
4,290
-45
-1% -$469 ﹤0.01% 745
2023
Q2 		$43.3K Buy
4,335
+778
+22% +$7.43K ﹤0.01% 757
2023
Q1 		$34.2K Sell
3,557
-910
-20% -$10.1K ﹤0.01% 745
2022
Q4 		$49.7K Sell
4,467
-181
-4% -$1.89K ﹤0.01% 622
2022
Q3 		$40K Buy
4,648
+266
+6% +$2.62K ﹤0.01% 653
2022
Q2 		$46K Sell
4,382
-493
-10% -$5.41K ﹤0.01% 639
2022
Q1 		$53K Sell
4,875
-1,244
-20% -$16.4K ﹤0.01% 670
2021
Q4 		$83K Sell
6,119
-575
-9% -$7.68K 0.01% 567
2021
Q3 		$91K Sell
6,694
-3,279
-33% -$46.5K 0.01% 504
2021
Q2 		$143K Sell
9,973
-2,351
-19% -$34K 0.01% 391
2021
Q1 		$172K Sell
12,324
-1,650
-12% -$26.9K 0.01% 354
2020
Q4 		$262K Buy
+13,974
New +$228K 0.02% 286

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

Clearstead Advisors's VTRS Position: Q2 2026 in Review

Clearstead Advisors increased its Viatris (VTRS) stake by 19% in Q2 2026, buying an estimated $10.6K and bringing the position to 4,374 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Clearstead Advisors first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $262K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Clearstead Advisors held 4,374 shares of Viatris worth $69.5K as of Q2 2026.
  • Clearstead Advisors bought 686 Viatris shares in Q2 2026, an estimated $10.6K.
  • Viatris made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1395 holding.
  • Clearstead Advisors first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Viatris position peaked at $262K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.