Creative Planning
VTRS icon

Creative Planning’s Viatris VTRS Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-1,000
Closed -$1K – 4848
2017
Q1 		$1K Buy
+1,000
New +$40.3K ﹤0.01% 4513
2016
Q4 		– Sell
-500
Closed -$1K – 4857
2016
Q3 		$1K Buy
+500
New +$22.2K ﹤0.01% 4449

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
Davis Selected Advisers
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 $3.38T AUM 44.17% 1-Year Est. Return
Rubric Capital Management (New York)
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

Creative Planning's VTRS Position: Q2 2026 in Review

Creative Planning increased its Viatris (VTRS) stake by 19% in Q2 2026, buying an estimated $2.32M and bringing the position to 920,607 shares worth $14.6M. The position accounts for 0.01% of the portfolio, ranked #642.

Creative Planning first reported a position in VTRS in Q2 2013 and has held it in 45 quarters since. 1,034 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Creative Planning held 920,607 shares of Viatris worth $14.6M as of Q2 2026.
  • Creative Planning bought 149,636 Viatris shares in Q2 2026, an estimated $2.32M.
  • Viatris made up 0.01% of Creative Planning's portfolio in Q2 2026, its #642 holding.
  • Creative Planning first reported a position in Viatris in Q2 2013 and has held it in 45 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.