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Essential Partners’s Viatris VTRS Stock Holding History

Essential 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 		$44.4K Hold
2,505
– – 0.02% 648
2026
Q2 		$39.8K Hold
2,505
– – 0.02% 670
2026
Q1 		$33.8K Hold
2,505
– – 0.01% 720
2025
Q4 		$31.2K Hold
2,505
– – 0.01% 750
2025
Q3 		$24.8K Buy
2,505
+13
+0.5% +$127 0.01% 820
2025
Q2 		$22.3K Buy
+2,492
New +$21.1K 0.01% 645

Other funds holding VTRS

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Essential Partners's VTRS Position: Q3 2026 in Review

Essential Partners held its Viatris (VTRS) position steady in Q3 2026 at 2,505 shares worth $44.4K. The position accounts for 0.02% of the portfolio, ranked #648.

Essential Partners first reported a position in VTRS in Q2 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Essential Partners held 2,505 shares of Viatris worth $44.4K as of Q3 2026.
  • Essential Partners left its Viatris share count unchanged in Q3 2026.
  • Viatris made up 0.02% of Essential Partners's portfolio in Q3 2026, its #648 holding.
  • Essential Partners first reported a position in Viatris in Q2 2025 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.