EH
VTRS icon

Equitable Holdings’s Viatris VTRS Stock Holding History

Equitable Holdings’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 		$797K Buy
50,195
+8,798
+21% +$136K ﹤0.01% 1092
2026
Q1 		$516K Buy
41,397
+205
+0.5% +$2.87K ﹤0.01% 1242
2025
Q4 		$513K Sell
41,192
-216
-0.5% -$2.33K ﹤0.01% 1098
2025
Q3 		$410K Buy
41,408
+1,594
+4% +$15.5K ﹤0.01% 1145
2025
Q2 		$356K Buy
39,814
+1,861
+5% +$15.7K ﹤0.01% 1127
2025
Q1 		$331K Sell
37,953
-636
-2% -$6.68K ﹤0.01% 1058
2024
Q4 		$480K Sell
38,589
-4,897
-11% -$60.2K ﹤0.01% 879
2024
Q3 		$505K Sell
43,486
-1,216
-3% -$14K ﹤0.01% 858
2024
Q2 		$475K Buy
44,702
+404
+0.9% +$4.46K 0.01% 846
2024
Q1 		$529K Buy
44,298
+774
+2% +$9.32K 0.01% 784
2023
Q4 		$471K Buy
43,524
+2,300
+6% +$22K 0.01% 794
2023
Q3 		$406K Buy
41,224
+2,626
+7% +$27.3K 0.01% 785
2023
Q2 		$385K Sell
38,598
-3,218
-8% -$30.7K 0.01% 773
2023
Q1 		$402K Buy
41,816
+284
+0.7% +$3.15K 0.01% 708
2022
Q4 		$462K Buy
41,532
+26,856
+183% +$281K 0.01% 635
2022
Q3 		$125K Buy
14,676
+822
+6% +$8.09K ﹤0.01% 844
2022
Q2 		$145K Buy
13,854
+1,114
+9% +$12.2K ﹤0.01% 832
2022
Q1 		$139K Sell
12,740
-330
-3% -$4.35K ﹤0.01% 857
2021
Q4 		$177K Sell
13,070
-457
-3% -$6.1K ﹤0.01% 832
2021
Q3 		$183K Sell
13,527
-210
-2% -$2.98K ﹤0.01% 811
2021
Q2 		$196K Sell
13,737
-646
-4% -$9.35K ﹤0.01% 790
2021
Q1 		$201K Buy
14,383
+1,927
+15% +$31.4K ﹤0.01% 722
2020
Q4 		$233K Buy
+12,456
New +$203K 0.01% 618

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 $3.37T AUM 44.26% 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

Equitable Holdings's VTRS Position: Q2 2026 in Review

Equitable Holdings increased its Viatris (VTRS) stake by 21% in Q2 2026, buying an estimated $136K and bringing the position to 50,195 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Equitable Holdings first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Equitable Holdings held 50,195 shares of Viatris worth $797K as of Q2 2026.
  • Equitable Holdings bought 8,798 Viatris shares in Q2 2026, an estimated $136K.
  • Viatris made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1092 holding.
  • Equitable Holdings first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.