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Evolve Private Wealth’s Viatris VTRS Stock Holding History

Evolve Private 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 		$205K Sell
12,889
-2,432
-16% -$37.7K 0.01% 937
2026
Q1 		$207K Buy
15,321
+1,998
+15% +$28K 0.01% 922
2025
Q4 		$166K Buy
+13,323
New +$144K 0.01% 886

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

Evolve Private Wealth's VTRS Position: Q2 2026 in Review

Evolve Private Wealth reduced its Viatris (VTRS) stake by 16% in Q2 2026, selling an estimated $37.7K and leaving 12,889 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #937.

Evolve Private Wealth first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $207K in Q1 2026. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Evolve Private Wealth held 12,889 shares of Viatris worth $205K as of Q2 2026.
  • Evolve Private Wealth sold 2,432 Viatris shares in Q2 2026, an estimated $37.7K.
  • Viatris made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #937 holding.
  • Evolve Private Wealth first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Viatris position peaked at $207K in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.