CWM
VTRS icon

Consultiva Wealth Management’s Viatris VTRS Stock Holding History

Consultiva 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
Q2 		$381 Hold
24
– – ﹤0.01% 277
2026
Q1 		$324 Hold
24
– – ﹤0.01% 257
2025
Q4 		$298 Hold
24
– – ﹤0.01% 252
2025
Q3 		$238 Hold
24
– – ﹤0.01% 256
2025
Q2 		$214 Hold
24
– – ﹤0.01% 267
2025
Q1 		$209 Hold
24
– – ﹤0.01% 268
2024
Q4 		$298 Buy
+24
New +$295 ﹤0.01% 162

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

Consultiva Wealth Management's VTRS Position: Q2 2026 in Review

Consultiva Wealth Management held its Viatris (VTRS) position steady in Q2 2026 at 24 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Consultiva Wealth Management first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Consultiva Wealth Management held 24 shares of Viatris worth $381 as of Q2 2026.
  • Consultiva Wealth Management left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Consultiva Wealth Management first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.