EWM
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Evermay Wealth Management’s Viatris VTRS Stock Holding History

Evermay Wealth Management’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 		$3.43K Buy
216
+92
+74% +$1.43K ﹤0.01% 573
2026
Q1 		$1.68K Hold
124
– – ﹤0.01% 549
2025
Q4 		$1.54K Sell
124
-223
-64% -$2.41K ﹤0.01% 525
2025
Q3 		$3.44K Hold
347
– – ﹤0.01% 481
2025
Q2 		$3.1K Sell
347
-59
-15% -$499 ﹤0.01% 490
2025
Q1 		$3.53K Buy
406
+124
+44% +$1.3K ﹤0.01% 497
2024
Q4 		$3.51K Sell
282
-308
-52% -$3.79K ﹤0.01% 499
2024
Q3 		$6.84K Sell
590
-48
-8% -$554 ﹤0.01% 487
2024
Q2 		$6.78K Buy
638
+531
+496% +$5.87K ﹤0.01% 483
2024
Q1 		$1.28K Sell
107
-880
-89% -$10.6K ﹤0.01% 559
2023
Q4 		$10.7K Sell
987
-20
-2% -$192 ﹤0.01% 446
2023
Q3 		$9.93K Hold
1,007
– – ﹤0.01% 429
2023
Q2 		$10.1K Sell
1,007
-210
-17% -$2.01K ﹤0.01% 428
2023
Q1 		$11.7K Sell
1,217
-6
-0.5% -$67 ﹤0.01% 404
2022
Q4 		$13.6K Sell
1,223
-50
-4% -$523 ﹤0.01% 388
2022
Q3 		$11K Hold
1,273
– – ﹤0.01% 393
2022
Q2 		$13K Hold
1,273
– – ﹤0.01% 379
2022
Q1 		$14K Buy
1,273
+50
+4% +$659 ﹤0.01% 390
2021
Q4 		$17K Sell
1,223
-137
-10% -$1.83K ﹤0.01% 369
2021
Q3 		$18K Sell
1,360
-2,090
-61% -$29.7K ﹤0.01% 348
2021
Q2 		$49K Buy
+3,450
New +$49.9K 0.01% 289
2017
Q2 		– Sell
-7,885
Closed -$307K – 105
2017
Q1 		$307K Buy
7,885
+1,874
+31% +$75.5K 0.14% 63
2016
Q4 		$229K Buy
+6,011
New +$223K 0.11% 69

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

Evermay Wealth Management's VTRS Position: Q2 2026 in Review

Evermay Wealth Management increased its Viatris (VTRS) stake by 74% in Q2 2026, buying an estimated $1.43K and bringing the position to 216 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Evermay Wealth Management first reported a position in VTRS in Q4 2016 and has held it in 23 quarters since. The position peaked at $307K in Q1 2017. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Evermay Wealth Management held 216 shares of Viatris worth $3.43K as of Q2 2026.
  • Evermay Wealth Management bought 92 Viatris shares in Q2 2026, an estimated $1.43K.
  • Viatris made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #573 holding.
  • Evermay Wealth Management first reported a position in Viatris in Q4 2016 and has held it in 23 quarters since.
  • Evermay Wealth Management's Viatris position peaked at $307K in Q1 2017.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.