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Exencial Wealth Advisors’s Viatris VTRS Stock Holding History

Exencial 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
Q1 		$156K Buy
+11,557
New +$162K ﹤0.01% 555
2025
Q4 		– Sell
-10,883
Closed -$108K – 569
2025
Q3 		$108K Buy
+10,883
New +$106K ﹤0.01% 516

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Exencial Wealth Advisors's VTRS Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Viatris (VTRS) in Q1 2026: 11,557 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in VTRS as recently as Q3 2025.

Exencial Wealth Advisors first reported a position in VTRS in Q3 2025 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Exencial Wealth Advisors held 11,557 shares of Viatris worth $156K as of Q1 2026.
  • Viatris was a new Exencial Wealth Advisors position in Q1 2026.
  • Viatris made up ﹤0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #555 holding.
  • Exencial Wealth Advisors first reported a position in Viatris in Q3 2025 and has held it in 2 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.