Essex Financial Services’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $419K | Buy |
26,362
+1,203
| +5% | +$18.6K | 0.02% | 535 |
|
|
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
DSA
RCMNY
Essex Financial Services's VTRS Position: Q2 2026 in Review
Essex Financial Services increased its Viatris (VTRS) stake by 4.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 26,362 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #535.
Essex Financial Services first reported a position in VTRS in Q2 2014 and has held it in 27 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.
- Essex Financial Services held 26,362 shares of Viatris worth $419K as of Q2 2026.
- Essex Financial Services bought 1,203 Viatris shares in Q2 2026, an estimated $18.6K.
- Viatris made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #535 holding.
- Essex Financial Services first reported a position in Viatris in Q2 2014 and has held it in 27 quarters since.
- 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.
Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.