Evergreen Advisors’s Viatris VTRS Stock Holding History

Evergreen 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 Q2	–	Sell	-32	Closed	-$436	–	158
2026 Q1	$436	Buy	+32	New	+$448	﹤0.01%	163

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Advisors's VTRS Position: Q2 2026 in Review

Evergreen Advisors sold out of Viatris (VTRS) in Q2 2026, closing a stake of 32 shares — an estimated $436 sold.

Evergreen Advisors first reported a position in VTRS in Q1 2026 and held it in 1 quarter. The position peaked at $436 in Q1 2026. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Evergreen Advisors reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 32 Viatris shares in Q2 2026, an estimated $436.
Evergreen Advisors first reported a position in Viatris in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Viatris position peaked at $436 in Q1 2026.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.