Focus Partners Wealth
VTRS icon

Focus Partners Wealth’s Viatris VTRS Stock Holding History

Focus Partners Wealth’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 		$485K Sell
30,539
-101,495
-77% -$1.57M ﹤0.01% 1980
2026
Q1 		$1.78M Sell
132,034
-3,468
-3% -$48.5K ﹤0.01% 1366
2025
Q4 		$1.68M Buy
135,502
+75,190
+125% +$811K ﹤0.01% 1400
2025
Q3 		$597K Sell
60,312
-263,778
-81% -$2.57M ﹤0.01% 1540
2025
Q2 		$2.89M Buy
324,090
+9,165
+3% +$77.5K 0.01% 807
2025
Q1 		$2.74M Sell
314,925
-44,229
-12% -$464K 0.01% 770
2024
Q4 		$4.47M Buy
359,154
+150,167
+72% +$1.85M 0.01% 641
2024
Q3 		$2.43M Sell
208,987
-194,735
-48% -$2.25M 0.01% 731
2024
Q2 		$4.29M Buy
403,722
+215,898
+115% +$2.39M 0.01% 519
2024
Q1 		$2.24M Buy
187,824
+175,419
+1,414% +$2.11M 0.02% 456
2023
Q4 		$134K Buy
+12,405
New +$119K ﹤0.01% 764

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's VTRS Position: Q2 2026 in Review

Focus Partners Wealth reduced its Viatris (VTRS) stake by 77% in Q2 2026, selling an estimated $1.57M and leaving 30,539 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Focus Partners Wealth first reported a position in VTRS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.47M in Q4 2024. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Focus Partners Wealth held 30,539 shares of Viatris worth $485K as of Q2 2026.
  • Focus Partners Wealth sold 101,495 Viatris shares in Q2 2026, an estimated $1.57M.
  • Viatris made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1980 holding.
  • Focus Partners Wealth first reported a position in Viatris in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Viatris position peaked at $4.47M in Q4 2024.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.