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Elevation Wealth Partners’s Viatris VTRS Stock Holding History

Elevation Wealth Partners’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
Q3 		$21.3K Hold
1,203
– – 0.01% 659
2026
Q2 		$19.1K Buy
1,203
+431
+56% +$6.68K 0.01% 607
2026
Q1 		$10.4K Buy
772
+26
+3% +$364 ﹤0.01% 504
2025
Q4 		$9.29K Buy
746
+671
+895% +$7.24K ﹤0.01% 496
2025
Q3 		$743 Buy
+75
New +$730 ﹤0.01% 775
2024
Q1 		– Sell
-714
Closed -$7.04K – 508
2023
Q4 		$7.04K Hold
714
– – ﹤0.01% 352
2023
Q3 		$7.04K Buy
714
+6
+0.8% +$62 0.01% 259
2023
Q2 		$7.07K Buy
708
+5
+0.7% +$48 0.01% 265
2023
Q1 		$6.76K Buy
+703
New +$7.8K 0.01% 277

Other funds holding VTRS

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's VTRS Position: Q3 2026 in Review

Elevation Wealth Partners held its Viatris (VTRS) position steady in Q3 2026 at 1,203 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #659.

Elevation Wealth Partners first reported a position in VTRS in Q1 2023 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Elevation Wealth Partners held 1,203 shares of Viatris worth $21.3K as of Q3 2026.
  • Elevation Wealth Partners left its Viatris share count unchanged in Q3 2026.
  • Viatris made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #659 holding.
  • Elevation Wealth Partners first reported a position in Viatris in Q1 2023 and has held it in 9 quarters since.
  • 36 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.