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Curio Wealth’s Viatris VTRS Stock Holding History

Curio 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 		– Sell
-273
Closed -$3.69K – 1131
2026
Q1 		$3.69K Buy
273
+25
+10% +$350 ﹤0.01% 277
2025
Q4 		$3.04K Hold
248
– – ﹤0.01% 324
2025
Q3 		$2.46K Hold
248
– – ﹤0.01% 235
2025
Q2 		$2.21K Buy
248
+246
+12,300% +$2.08K ﹤0.01% 274
2025
Q1 		$3.27K Sell
2
-261
-99% -$2.74K ﹤0.01% 285
2024
Q4 		$3.27K Buy
+263
New +$3.23K ﹤0.01% 255

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

Curio Wealth's VTRS Position: Q2 2026 in Review

Curio Wealth sold out of Viatris (VTRS) in Q2 2026, closing a stake of 273 shares — an estimated $3.69K sold.

Curio Wealth first reported a position in VTRS in Q4 2024 and held it in 6 quarters. The position peaked at $3.69K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Curio Wealth reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 273 Viatris shares in Q2 2026, an estimated $3.69K.
  • Curio Wealth first reported a position in Viatris in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Viatris position peaked at $3.69K in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.