EWM
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Evolution Wealth Management’s Viatris VTRS Stock Holding History

Evolution 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 		$3.75K Hold
236
– – ﹤0.01% 751
2026
Q1 		$3.19K Hold
236
– – ﹤0.01% 685
2025
Q4 		$2.94K Buy
236
+218
+1,211% +$2.35K ﹤0.01% 607
2025
Q3 		$178 Sell
18
-45
-71% -$438 ﹤0.01% 581
2025
Q2 		$566 Buy
+63
New +$533 ﹤0.01% 552

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

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

Evolution Wealth Management held its Viatris (VTRS) position steady in Q2 2026 at 236 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Evolution Wealth Management first reported a position in VTRS in Q2 2025 and has held it in 5 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Evolution Wealth Management held 236 shares of Viatris worth $3.75K as of Q2 2026.
  • Evolution Wealth Management left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Evolution Wealth Management first reported a position in Viatris in Q2 2025 and has held it in 5 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.