FP
VTRS icon

Financial Perspectives’s Viatris VTRS Stock Holding History

Financial Perspectives’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 		$21.7K Hold
1,366
– – 0.01% 445
2026
Q1 		$18.5K Hold
1,366
– – 0.01% 447
2025
Q4 		$17K Hold
1,366
– – ﹤0.01% 457
2025
Q3 		$13.5K Sell
1,366
-188
-12% -$1.83K ﹤0.01% 481
2025
Q2 		$13.9K Buy
1,554
+3
+0.2% +$25 ﹤0.01% 469
2025
Q1 		$13.5K Buy
1,551
+2
+0.1% +$21 ﹤0.01% 464
2024
Q4 		$19.3K Sell
1,549
-37
-2% -$455 0.01% 411
2024
Q3 		$18.4K Sell
1,586
-26
-2% -$300 0.01% 401
2024
Q2 		$17.1K Buy
1,612
+2
+0.1% +$22 0.01% 400
2024
Q1 		$19.2K Sell
1,610
-110
-6% -$1.32K 0.01% 390
2023
Q4 		$18.6K Buy
1,720
+3
+0.2% +$29 0.01% 389
2023
Q3 		$16.9K Buy
1,717
+3
+0.2% +$31 0.01% 381
2023
Q2 		$17.1K Buy
1,714
+2
+0.1% +$19 0.01% 380
2023
Q1 		$16.5K Buy
1,712
+3
+0.2% +$33 0.01% 381
2022
Q4 		$19K Sell
1,709
-60
-3% -$627 0.01% 363
2022
Q3 		$15.1K Buy
1,769
+3
+0.2% +$30 0.01% 384
2022
Q2 		$18.5K Buy
1,766
+2
+0.1% +$22 0.01% 360
2022
Q1 		$19.2K Sell
1,764
-15
-0.8% -$198 0.01% 378
2021
Q4 		$24.1K Sell
1,779
-3,421
-66% -$45.7K 0.01% 332
2021
Q3 		$70.5K Sell
5,200
-48
-0.9% -$681 0.04% 201
2021
Q2 		$75K Sell
5,248
-11
-0.2% -$159 0.04% 216
2021
Q1 		$73.5K Buy
5,259
+5
+0.1% +$81 0.04% 209
2020
Q4 		$98.5K Buy
+5,254
New +$85.7K 0.06% 169

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 Perspectives's VTRS Position: Q2 2026 in Review

Financial Perspectives held its Viatris (VTRS) position steady in Q2 2026 at 1,366 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #445.

Financial Perspectives first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $98.5K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Financial Perspectives held 1,366 shares of Viatris worth $21.7K as of Q2 2026.
  • Financial Perspectives left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #445 holding.
  • Financial Perspectives first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Financial Perspectives's Viatris position peaked at $98.5K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.