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Dakota Wealth Management’s Viatris VTRS Stock Holding History

Dakota 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 		$225K Sell
14,151
-10,816
-43% -$168K ﹤0.01% 731
2026
Q1 		$337K Buy
24,967
+9,805
+65% +$137K 0.01% 628
2025
Q4 		$189K Sell
15,162
-6,305
-29% -$68K ﹤0.01% 754
2025
Q3 		$213K Sell
21,467
-6,028
-22% -$58.7K ﹤0.01% 615
2025
Q2 		$246K Sell
27,495
-9,623
-26% -$81.4K 0.01% 674
2025
Q1 		$323K Sell
37,118
-6,744
-15% -$70.8K 0.01% 595
2024
Q4 		$546K Sell
43,862
-5,801
-12% -$71.3K 0.01% 488
2024
Q3 		$577K Sell
49,663
-76
-0.2% -$877 0.01% 483
2024
Q2 		$529K Sell
49,739
-4,023
-7% -$44.5K 0.01% 500
2024
Q1 		$642K Buy
53,762
+4,104
+8% +$49.4K 0.02% 458
2023
Q4 		$538K Sell
49,658
-504
-1% -$4.83K 0.02% 408
2023
Q3 		$495K Sell
50,162
-3,384
-6% -$35.2K 0.02% 402
2023
Q2 		$534K Sell
53,546
-110,483
-67% -$1.06M 0.03% 368
2023
Q1 		$1.58M Sell
164,029
-32,644
-17% -$362K 0.11% 170
2022
Q4 		$2.19M Sell
196,673
-8,566
-4% -$89.5K 0.16% 145
2022
Q3 		$1.75M Sell
205,239
-60,564
-23% -$596K 0.14% 158
2022
Q2 		$2.78M Buy
265,803
+60,448
+29% +$663K 0.26% 107
2022
Q1 		$2.23M Buy
205,355
+189,950
+1,233% +$2.5M 0.18% 136
2021
Q4 		$209K Buy
+15,405
New +$206K 0.02% 351

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

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

Dakota Wealth Management reduced its Viatris (VTRS) stake by 43% in Q2 2026, selling an estimated $168K and leaving 14,151 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Dakota Wealth Management first reported a position in VTRS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.78M in Q2 2022. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Dakota Wealth Management held 14,151 shares of Viatris worth $225K as of Q2 2026.
  • Dakota Wealth Management sold 10,816 Viatris shares in Q2 2026, an estimated $168K.
  • Viatris made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #731 holding.
  • Dakota Wealth Management first reported a position in Viatris in Q4 2021 and has held it in 19 quarters since.
  • Dakota Wealth Management's Viatris position peaked at $2.78M in Q2 2022.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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