EWA
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EverSource Wealth Advisors’s Viatris VTRS Stock Holding History

EverSource Wealth 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 		$59K Sell
3,715
-1,956
-34% -$30.3K ﹤0.01% 1668
2026
Q1 		$76.6K Buy
5,671
+1,134
+25% +$15.9K ﹤0.01% 1592
2025
Q4 		$56.5K Sell
4,537
-366
-7% -$3.95K ﹤0.01% 1664
2025
Q3 		$48.5K Buy
4,903
+1,539
+46% +$15K ﹤0.01% 1738
2025
Q2 		$30K Sell
3,364
-565
-14% -$4.78K ﹤0.01% 1976
2025
Q1 		$34.2K Buy
3,929
+59
+2% +$619 ﹤0.01% 1420
2024
Q4 		$48.2K Buy
3,870
+784
+25% +$9.64K ﹤0.01% 1206
2024
Q3 		$35.8K Buy
3,086
+381
+14% +$4.4K ﹤0.01% 1210
2024
Q2 		$32.6K Sell
2,705
-49
-2% -$541 ﹤0.01% 1291
2024
Q1 		$31.9K Buy
2,754
+235
+9% +$2.83K ﹤0.01% 1166
2023
Q4 		$27.3K Sell
2,519
-1,021
-29% -$9.78K ﹤0.01% 1114
2023
Q3 		$34.9K Buy
3,540
+107
+3% +$1.11K ﹤0.01% 940
2023
Q2 		$34.3K Buy
3,433
+126
+4% +$1.2K ﹤0.01% 976
2023
Q1 		$31.8K Buy
3,307
+62
+2% +$688 ﹤0.01% 943
2022
Q4 		$36.1K Buy
3,245
+1,704
+111% +$17.8K 0.01% 880
2022
Q3 		$13K Buy
1,541
+472
+44% +$4.65K ﹤0.01% 1058
2022
Q2 		$12K Buy
1,069
+205
+24% +$2.25K ﹤0.01% 997
2022
Q1 		$10K Sell
864
-403
-32% -$5.31K ﹤0.01% 988
2021
Q4 		$18K Buy
+1,267
New +$16.9K 0.01% 738

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's VTRS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Viatris (VTRS) stake by 34% in Q2 2026, selling an estimated $30.3K and leaving 3,715 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

EverSource Wealth Advisors first reported a position in VTRS in Q4 2021 and has held it in 19 quarters since. The position peaked at $76.6K in Q1 2026. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • EverSource Wealth Advisors held 3,715 shares of Viatris worth $59K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,956 Viatris shares in Q2 2026, an estimated $30.3K.
  • Viatris made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1668 holding.
  • EverSource Wealth Advisors first reported a position in Viatris in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Viatris position peaked at $76.6K in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.