Evermay Wealth Management
VTRS icon

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
Q3 		$2.2K Sell
124
-92
-43% -$1.55K ﹤0.01% 569
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% -$3.78K ﹤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 		$9.9K Hold
1,007
– – ﹤0.01% 429
2023
Q2 		$10K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Evermay Wealth Management's VTRS Position: Q3 2026 in Review

Evermay Wealth Management reduced its Viatris (VTRS) stake by 43% in Q3 2026, selling an estimated $1.55K and leaving 124 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Evermay Wealth Management first reported a position in VTRS in Q4 2016 and has held it in 24 quarters since. The position peaked at $307K in Q1 2017. 533 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Evermay Wealth Management held 124 shares of Viatris worth $2.2K as of Q3 2026.
  • Evermay Wealth Management sold 92 Viatris shares in Q3 2026, an estimated $1.55K.
  • Viatris made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #569 holding.
  • Evermay Wealth Management first reported a position in Viatris in Q4 2016 and has held it in 24 quarters since.
  • Evermay Wealth Management's Viatris position peaked at $307K in Q1 2017.
  • 533 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.