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Compass Financial Management’s Viatris VTRS Stock Holding History

Compass Financial 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 		$1.44M Buy
+88,233
New +$1.37M 0.17% 143

Other funds holding VTRS

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Financial Management's VTRS Position: Q2 2026 in Review

Compass Financial Management opened a new position in Viatris (VTRS) in Q2 2026: 88,233 shares worth $1.44M. The stake represents 0.17% of the portfolio and ranks #143 among its holdings.

969 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Compass Financial Management held 88,233 shares of Viatris worth $1.44M as of Q2 2026.
  • Viatris was a new Compass Financial Management position in Q2 2026.
  • Viatris made up 0.17% of Compass Financial Management's portfolio in Q2 2026, its #143 holding.
  • 969 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.