Flagship Wealth Advisors
VTRS icon

Flagship Wealth Advisors’s Viatris VTRS Stock Holding History

Flagship 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
Q3 		$21.2K Buy
1,199
+18
+2% +$304 ﹤0.01% 340
2026
Q2 		$18.8K Buy
1,181
+62
+6% +$961 ﹤0.01% 361
2026
Q1 		$10K Hold
1,119
– – ﹤0.01% 284
2025
Q4 		$13.9K Hold
1,119
– – ﹤0.01% 303
2025
Q3 		$11.1K Hold
1,119
– – ﹤0.01% 327
2025
Q2 		$10K Hold
1,119
– – ﹤0.01% 299
2025
Q1 		$9.7K Hold
1,119
– – ﹤0.01% 294
2024
Q4 		$13.9K Buy
+1,119
New +$13.8K 0.01% 272

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Flagship Wealth Advisors's VTRS Position: Q3 2026 in Review

Flagship Wealth Advisors increased its Viatris (VTRS) stake by 1.5% in Q3 2026, buying an estimated $304 and bringing the position to 1,199 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Flagship Wealth Advisors first reported a position in VTRS in Q4 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Flagship Wealth Advisors held 1,199 shares of Viatris worth $21.2K as of Q3 2026.
  • Flagship Wealth Advisors bought 18 Viatris shares in Q3 2026, an estimated $304.
  • Viatris made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q3 2026, its #340 holding.
  • Flagship Wealth Advisors first reported a position in Viatris in Q4 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.