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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
Q2 		$9.81K Hold
617
– – ﹤0.01% 681
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

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

Financial Consulate's VTRS Position: Q2 2026 in Review

Financial Consulate held its Viatris (VTRS) position steady in Q2 2026 at 617 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Financial Consulate first reported a position in VTRS in Q3 2025 and has held it in 4 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Financial Consulate held 617 shares of Viatris worth $9.81K as of Q2 2026.
  • Financial Consulate left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #681 holding.
  • Financial Consulate first reported a position in Viatris in Q3 2025 and has held it in 4 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.