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Dogwood Wealth Management’s Viatris VTRS Stock Holding History

Dogwood 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 		$5.11K Buy
322
+89
+38% +$1.38K ﹤0.01% 512
2026
Q1 		$3.15K Buy
233
+145
+165% +$2.03K ﹤0.01% 564
2025
Q4 		$1.1K Buy
+88
New +$949 ﹤0.01% 620
2024
Q3 		– Hold
0
– – – 519
2024
Q2 		– Hold
0
– – – 611
2024
Q1 		– Hold
0
– – – 550
2023
Q4 		– Hold
0
– – – 584

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

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

Dogwood Wealth Management increased its Viatris (VTRS) stake by 38% in Q2 2026, buying an estimated $1.38K and bringing the position to 322 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Dogwood Wealth Management first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Dogwood Wealth Management held 322 shares of Viatris worth $5.11K as of Q2 2026.
  • Dogwood Wealth Management bought 89 Viatris shares in Q2 2026, an estimated $1.38K.
  • Viatris made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Dogwood Wealth Management first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.