Envestnet Portfolio Solutions
VTRS icon

Envestnet Portfolio Solutions’s Viatris VTRS Stock Holding History

Envestnet Portfolio Solutions’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 		$3.97M Buy
249,892
+12,988
+5% +$201K 0.02% 373
2026
Q1 		$3.2M Sell
236,904
-28,502
-11% -$399K 0.02% 372
2025
Q4 		$3.3M Sell
265,406
-4,871
-2% -$52.6K 0.01% 445
2025
Q3 		$2.68M Sell
270,277
-26,927
-9% -$262K 0.01% 467
2025
Q2 		$2.65M Buy
+297,204
New +$2.51M 0.01% 493
2025
Q1 		– Sell
-79,089
Closed -$985K – 1781
2024
Q4 		$985K Sell
79,089
-5,446
-6% -$66.9K ﹤0.01% 934
2024
Q3 		$981K Sell
84,535
-754
-0.9% -$8.7K ﹤0.01% 898
2024
Q2 		$907K Buy
85,289
+8,067
+10% +$89.1K ﹤0.01% 890
2024
Q1 		$922K Buy
77,222
+14,945
+24% +$180K ﹤0.01% 869
2023
Q4 		$674K Sell
62,277
-2,997
-5% -$28.7K ﹤0.01% 923
2023
Q3 		$644K Buy
+65,274
New +$680K ﹤0.01% 888

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

Envestnet Portfolio Solutions's VTRS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Viatris (VTRS) stake by 5.5% in Q2 2026, buying an estimated $201K and bringing the position to 249,892 shares worth $3.97M. The position accounts for 0.02% of the portfolio, ranked #373.

Envestnet Portfolio Solutions first reported a position in VTRS in Q3 2023 and has held it in 11 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Envestnet Portfolio Solutions held 249,892 shares of Viatris worth $3.97M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 12,988 Viatris shares in Q2 2026, an estimated $201K.
  • Viatris made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #373 holding.
  • Envestnet Portfolio Solutions first reported a position in Viatris in Q3 2023 and has held it in 11 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.