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EP Wealth Advisors’s Viatris VTRS Stock Holding History

EP Wealth 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
Q1 		$214K Sell
15,806
-116,582
-88% -$1.63M ﹤0.01% 1377
2025
Q4 		$1.65M Buy
+132,388
New +$1.43M 0.01% 488
2025
Q2 		$1.33M Sell
148,412
-9,854
-6% -$83.3K 0.01% 508
2025
Q1 		$1.38M Sell
158,266
-2,452
-2% -$25.7K 0.01% 425
2024
Q4 		$2M Sell
160,718
-7,784
-5% -$95.7K 0.02% 362
2024
Q3 		$1.96M Sell
168,502
-16,401
-9% -$189K 0.02% 363
2024
Q2 		$1.97M Buy
184,903
+662
+0.4% +$7.31K 0.02% 284
2024
Q1 		$2.2M Sell
184,241
-11,296
-6% -$136K 0.03% 244
2023
Q4 		$2.12M Sell
195,537
-430
-0.2% -$4.12K 0.03% 249
2023
Q3 		$1.93M Buy
195,967
+108,801
+125% +$1.13M 0.03% 242
2023
Q2 		$1.71M Buy
87,166
+53,450
+159% +$511K 0.02% 266
2023
Q1 		$1.61M Buy
33,716
+20,993
+165% +$233K 0.03% 242
2022
Q4 		$142K Buy
+12,723
New +$133K ﹤0.01% 574
2022
Q1 		– Sell
-10,917
Closed -$148K – 668
2021
Q4 		$148K Buy
10,917
+605
+6% +$8.08K ﹤0.01% 534
2021
Q3 		$140K Sell
10,312
-1,359
-12% -$19.3K ﹤0.01% 519
2021
Q2 		$167K Sell
11,671
-1,158
-9% -$16.8K ﹤0.01% 524
2021
Q1 		$179K Sell
12,829
-767
-6% -$12.5K 0.01% 480
2020
Q4 		$255K Buy
+13,596
New +$222K 0.01% 373
2017
Q3 		– Sell
-164,340
Closed -$6.38M – 189
2017
Q2 		$6.38M Buy
164,340
+11,854
+8% +$455K 0.78% 36
2017
Q1 		$5.95M Buy
152,486
+20,837
+16% +$840K 0.82% 41
2016
Q4 		$4.52M Sell
131,649
-90
-0.1% -$3.34K 0.66% 44
2016
Q3 		$5.02M Buy
131,739
+1,506
+1% +$67K 0.78% 38
2016
Q2 		$5.63M Buy
+130,233
New +$5.76M 0.9% 38

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EP Wealth Advisors's VTRS Position: Q1 2026 in Review

EP Wealth Advisors reduced its Viatris (VTRS) stake by 88% in Q1 2026, selling an estimated $1.63M and leaving 15,806 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

EP Wealth Advisors first reported a position in VTRS in Q2 2016 and has held it in 23 quarters since. The position peaked at $6.38M in Q2 2017. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • EP Wealth Advisors held 15,806 shares of Viatris worth $214K as of Q1 2026.
  • EP Wealth Advisors sold 116,582 Viatris shares in Q1 2026, an estimated $1.63M.
  • Viatris made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1377 holding.
  • EP Wealth Advisors first reported a position in Viatris in Q2 2016 and has held it in 23 quarters since.
  • EP Wealth Advisors's Viatris position peaked at $6.38M in Q2 2017.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.