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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Viatris VTRS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$588 Hold
37
– – ﹤0.01% 523
2026
Q1 		$500 Hold
37
– – ﹤0.01% 492
2025
Q4 		$461 Hold
37
– – ﹤0.01% 503
2025
Q3 		$366 Buy
+37
New +$360 ﹤0.01% 520

Other funds holding VTRS

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VTRS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Viatris (VTRS) position steady in Q2 2026 at 37 shares worth $588. The position accounts for ﹤0.01% of the portfolio, ranked #523.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VTRS in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 37 shares of Viatris worth $588 as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #523 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Viatris in Q3 2025 and has held it in 4 quarters since.
  • 562 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.