CrossGen Wealth’s Viatris VTRS Stock Holding History

CrossGen Wealth’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	$302	Hold	19	–	–	﹤0.01%	210
2026 Q1	$257	Sell	19 -2	-10%	-$28	﹤0.01%	197
2025 Q4	$261	Buy	+21	New	+$227	﹤0.01%	196

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CrossGen Wealth's VTRS Position: Q2 2026 in Review

CrossGen Wealth held its Viatris (VTRS) position steady in Q2 2026 at 19 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #210.

CrossGen Wealth first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

CrossGen Wealth held 19 shares of Viatris worth $302 as of Q2 2026.
CrossGen Wealth left its Viatris share count unchanged in Q2 2026.
Viatris made up ﹤0.01% of CrossGen Wealth's portfolio in Q2 2026, its #210 holding.
CrossGen Wealth first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.