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Concord Wealth Partners’s Viatris VTRS Stock Holding History

Concord Wealth Partners’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 		$25.8K Buy
+1,624
New +$25.2K ﹤0.01% 451
2026
Q1 		– Sell
-2,125
Closed -$26.5K – 777
2025
Q4 		$26.5K Hold
2,125
– – ﹤0.01% 406
2025
Q3 		$21K Sell
2,125
-66
-3% -$642 ﹤0.01% 449
2025
Q2 		$19.6K Buy
2,191
+1
+0% +$8 ﹤0.01% 463
2025
Q1 		$19.1K Sell
2,190
-527
-19% -$5.53K ﹤0.01% 437
2024
Q4 		$33.8K Sell
2,717
-9
-0.3% -$111 0.01% 387
2024
Q3 		$31.7K Buy
2,726
+468
+21% +$5.4K 0.01% 401
2024
Q2 		$24K Buy
2,258
+7
+0.3% +$77 ﹤0.01% 404
2024
Q1 		$26.9K Sell
2,251
-37
-2% -$446 ﹤0.01% 450
2023
Q4 		$24.8K Hold
2,288
– – 0.01% 448
2023
Q3 		$22.6K Buy
2,288
+2,080
+1,000% +$21.7K ﹤0.01% 490
2023
Q2 		$2.07K Sell
208
-2,029
-91% -$19.4K ﹤0.01% 857
2023
Q1 		$21.5K Buy
2,237
+496
+28% +$5.5K 0.01% 478
2022
Q4 		$19.4K Buy
+1,741
New +$18.2K 0.01% 532
2022
Q3 		– Sell
-1,863
Closed -$20K – 1135
2022
Q2 		$20K Sell
1,863
-889
-32% -$9.75K 0.01% 547
2022
Q1 		$30K Sell
2,752
-456
-14% -$6.01K 0.01% 546
2021
Q4 		$43K Buy
3,208
+3,075
+2,312% +$41.1K 0.01% 483
2021
Q3 		$2K Sell
133
-1,263
-90% -$17.9K ﹤0.01% 786
2021
Q2 		$20K Sell
1,396
-62
-4% -$897 0.01% 504
2021
Q1 		$20K Buy
1,458
+906
+164% +$14.8K 0.01% 479
2020
Q4 		$10K Buy
+552
New +$9K 0.01% 363

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

Concord Wealth Partners's VTRS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Viatris (VTRS) in Q2 2026: 1,624 shares worth $25.8K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VTRS as recently as Q4 2025.

Concord Wealth Partners first reported a position in VTRS in Q4 2020 and has held it in 21 quarters since. The position peaked at $43K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Concord Wealth Partners held 1,624 shares of Viatris worth $25.8K as of Q2 2026.
  • Viatris was a new Concord Wealth Partners position in Q2 2026.
  • Viatris made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #451 holding.
  • Concord Wealth Partners first reported a position in Viatris in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Viatris position peaked at $43K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.