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Crewe Advisors’s Viatris VTRS Stock Holding History

Crewe 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 		$5.1K Hold
321
– – ﹤0.01% 874
2026
Q1 		$4.34K Hold
321
– – ﹤0.01% 802
2025
Q4 		$4K Sell
321
-470
-59% -$5.07K ﹤0.01% 759
2025
Q3 		$7.83K Hold
791
– – ﹤0.01% 676
2025
Q2 		$7.06K Hold
791
– – ﹤0.01% 502
2025
Q1 		$6.89K Hold
791
– – ﹤0.01% 455
2024
Q4 		$9.85K Hold
791
– – ﹤0.01% 430
2024
Q3 		$9.18K Hold
791
– – ﹤0.01% 507
2024
Q2 		$8.41K Sell
791
-6
-0.8% -$66 ﹤0.01% 723
2024
Q1 		$9.52K Sell
797
-53
-6% -$638 ﹤0.01% 625
2023
Q4 		$9.21K Buy
850
+59
+7% +$565 ﹤0.01% 213
2023
Q3 		$7.8K Hold
791
– – ﹤0.01% 264
2023
Q2 		$7.89K Sell
791
-162
-17% -$1.55K ﹤0.01% 431
2023
Q1 		$9.17K Sell
953
-209
-18% -$2.32K ﹤0.01% 566
2022
Q4 		$12.9K Sell
1,162
-176
-13% -$1.84K ﹤0.01% 498
2022
Q3 		$11K Buy
1,338
+176
+15% +$1.73K ﹤0.01% 645
2022
Q2 		$12K Buy
1,162
+191
+20% +$2.09K ﹤0.01% 558
2022
Q1 		$11K Buy
971
+444
+84% +$5.85K ﹤0.01% 351
2021
Q4 		$7K Buy
527
+44
+9% +$588 ﹤0.01% 340
2021
Q3 		$7K Sell
483
-260
-35% -$3.69K ﹤0.01% 287
2021
Q2 		$11K Sell
743
-248
-25% -$3.59K ﹤0.01% 274
2021
Q1 		$14K Buy
991
+19
+2% +$310 ﹤0.01% 247
2020
Q4 		$18K Buy
+972
New +$15.9K 0.01% 213

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

Crewe Advisors's VTRS Position: Q2 2026 in Review

Crewe Advisors held its Viatris (VTRS) position steady in Q2 2026 at 321 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Crewe Advisors first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $18K in Q4 2020. 1,031 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Crewe Advisors held 321 shares of Viatris worth $5.1K as of Q2 2026.
  • Crewe Advisors left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #874 holding.
  • Crewe Advisors first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Crewe Advisors's Viatris position peaked at $18K in Q4 2020.
  • 1,031 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.