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Evoke Wealth’s Viatris VTRS Stock Holding History

Evoke Wealth’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
-10,686
Closed -$144K – 657
2026
Q1 		$144K Sell
10,686
-56
-0.5% -$784 ﹤0.01% 687
2025
Q4 		$134K Buy
+10,742
New +$116K ﹤0.01% 653
2022
Q4 		– Sell
-1,165
Closed -$10K – 1128
2022
Q3 		$10K Sell
1,165
-434
-27% -$4.27K ﹤0.01% 759
2022
Q2 		$17K Buy
1,599
+334
+26% +$3.66K ﹤0.01% 688
2022
Q1 		$14K Sell
1,265
-17
-1% -$224 ﹤0.01% 720
2021
Q4 		$17K Buy
1,282
+1
+0.1% +$13 ﹤0.01% 709
2021
Q3 		$17K Sell
1,281
-370
-22% -$5.25K ﹤0.01% 665
2021
Q2 		$24K Sell
1,651
-501
-23% -$7.25K ﹤0.01% 628
2021
Q1 		$30K Buy
2,152
+258
+14% +$4.21K ﹤0.01% 521
2020
Q4 		$35K Buy
+1,894
New +$30.9K ﹤0.01% 415
2020
Q2 		– Sell
-16
Closed -$239 – 1199
2020
Q1 		$239 Sell
16
-28
-64% -$536 ﹤0.01% 1079
2019
Q4 		$884 Sell
44
-154
-78% -$2.87K ﹤0.01% 1155
2019
Q3 		$3.92K Buy
+198
New +$3.88K ﹤0.01% 1062

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

Evoke Wealth's VTRS Position: Q2 2026 in Review

Evoke Wealth sold out of Viatris (VTRS) in Q2 2026, closing a stake of 10,686 shares — an estimated $144K sold.

Evoke Wealth first reported a position in VTRS in Q3 2019 and held it in 13 quarters. The position peaked at $144K in Q1 2026. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Evoke Wealth reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 10,686 Viatris shares in Q2 2026, an estimated $144K.
  • Evoke Wealth first reported a position in Viatris in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Viatris position peaked at $144K in Q1 2026.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.