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Financial Consulate’s Viatris VTRS Stock Holding History

Financial Consulate’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 		$8.34K Buy
617
+1
+0.2% +$14 ﹤0.01% 680
2025
Q4 		$7.67K Buy
616
+364
+144% +$3.93K ﹤0.01% 660
2025
Q3 		$2.49K Buy
+252
New +$2.45K ﹤0.01% 749

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

Financial Consulate's VTRS Position: Q1 2026 in Review

Financial Consulate increased its Viatris (VTRS) stake by 0.16% in Q1 2026, buying an estimated $14 and bringing the position to 617 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Financial Consulate first reported a position in VTRS in Q3 2025 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Financial Consulate held 617 shares of Viatris worth $8.34K as of Q1 2026.
  • Financial Consulate bought 1 Viatris share in Q1 2026, an estimated $14.
  • Viatris made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #680 holding.
  • Financial Consulate first reported a position in Viatris in Q3 2025 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.