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DHJJ Financial Advisors’s Viatris VTRS Stock Holding History

DHJJ Financial 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 		$382 Hold
24
– – ﹤0.01% 926
2026
Q1 		$325 Hold
24
– – ﹤0.01% 941
2025
Q4 		$299 Hold
24
– – ﹤0.01% 915
2025
Q3 		$238 Sell
24
-24
-50% -$234 ﹤0.01% 905
2025
Q2 		$429 Hold
48
– – ﹤0.01% 816
2025
Q1 		$419 Hold
48
– – ﹤0.01% 768
2024
Q4 		$598 Hold
48
– – ﹤0.01% 701
2024
Q3 		$558 Hold
48
– – ﹤0.01% 693
2024
Q2 		$511 Sell
48
-21
-30% -$232 ﹤0.01% 653
2024
Q1 		$824 Hold
69
– – ﹤0.01% 602
2023
Q4 		$748 Hold
69
– – ﹤0.01% 596
2023
Q3 		$681 Buy
+69
New +$718 ﹤0.01% 597

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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's VTRS Position: Q2 2026 in Review

DHJJ Financial Advisors held its Viatris (VTRS) position steady in Q2 2026 at 24 shares worth $382. The position accounts for ﹤0.01% of the portfolio, ranked #926.

DHJJ Financial Advisors first reported a position in VTRS in Q3 2023 and has held it in 12 quarters since. The position peaked at $824 in Q1 2024. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • DHJJ Financial Advisors held 24 shares of Viatris worth $382 as of Q2 2026.
  • DHJJ Financial Advisors left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #926 holding.
  • DHJJ Financial Advisors first reported a position in Viatris in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Viatris position peaked at $824 in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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