EFS
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Essex Financial Services’s Viatris VTRS Stock Holding History

Essex Financial Services’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 		$340K Buy
25,159
+1,900
+8% +$26.6K 0.02% 566
2025
Q4 		$290K Buy
23,259
+44
+0.2% +$475 0.02% 612
2025
Q3 		$230K Sell
23,215
-5,706
-20% -$55.5K 0.01% 662
2025
Q2 		$258K Buy
28,921
+996
+4% +$8.42K 0.02% 587
2025
Q1 		$243K Sell
27,925
-1,849
-6% -$19.4K 0.02% 552
2024
Q4 		$371K Buy
29,774
+2,351
+9% +$28.9K 0.03% 440
2024
Q3 		$320K Sell
27,423
-5,910
-18% -$68.2K 0.02% 474
2024
Q2 		$403K Buy
33,333
+11,456
+52% +$127K 0.03% 413
2024
Q1 		$261K Buy
21,877
+2,909
+15% +$35K 0.02% 448
2023
Q4 		$205K Sell
18,968
-2,664
-12% -$25.5K 0.02% 478
2023
Q3 		$213K Sell
21,632
-481
-2% -$5.01K 0.02% 434
2023
Q2 		$221K Sell
22,113
-407
-2% -$3.89K 0.03% 430
2023
Q1 		$217K Buy
22,520
+257
+1% +$2.85K 0.02% 453
2022
Q4 		$247K Sell
22,263
-479
-2% -$5.01K 0.03% 415
2022
Q3 		$194K Sell
22,742
-487
-2% -$4.79K 0.02% 439
2022
Q2 		$243K Sell
23,229
-1,415
-6% -$15.5K 0.03% 420
2022
Q1 		$268K Buy
24,644
+151
+0.6% +$1.99K 0.03% 410
2021
Q4 		$331K Sell
24,493
-14
-0.1% -$187 0.03% 353
2021
Q3 		$332K Buy
24,507
+5,819
+31% +$82.6K 0.04% 327
2021
Q2 		$261K Hold
18,688
– – 0.04% 360
2021
Q1 		$261K Sell
18,688
-2,925
-14% -$47.7K 0.05% 293
2020
Q4 		$405K Buy
+21,613
New +$353K 0.08% 211
2016
Q1 		– Sell
-4,016
Closed -$217K – 325
2015
Q4 		$217K Buy
+4,016
New +$193K 0.05% 287
2015
Q3 		– Sell
-3,714
Closed -$252K – 341
2015
Q2 		$252K Buy
+3,714
New +$262K 0.06% 266
2015
Q1 		– Sell
-3,714
Closed -$209K – 341
2014
Q4 		$209K Buy
+3,714
New +$199K 0.05% 294
2014
Q3 		– Sell
-4,964
Closed -$256K – 311
2014
Q2 		$256K Buy
+4,964
New +$244K 0.08% 249

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

Essex Financial Services's VTRS Position: Q1 2026 in Review

Essex Financial Services increased its Viatris (VTRS) stake by 8.2% in Q1 2026, buying an estimated $26.6K and bringing the position to 25,159 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #566.

Essex Financial Services first reported a position in VTRS in Q2 2014 and has held it in 26 quarters since. The position peaked at $405K in Q4 2020. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Essex Financial Services held 25,159 shares of Viatris worth $340K as of Q1 2026.
  • Essex Financial Services bought 1,900 Viatris shares in Q1 2026, an estimated $26.6K.
  • Viatris made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #566 holding.
  • Essex Financial Services first reported a position in Viatris in Q2 2014 and has held it in 26 quarters since.
  • Essex Financial Services's Viatris position peaked at $405K in Q4 2020.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.