Forza Wealth Management’s Viatris VTRS Stock Holding History

Forza Wealth Management’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	$223K	Hold	14,062	–	–	0.07%	188
2026 Q1	$190K	Sell	14,062 -581	-4%	-$8.13K	0.07%	188
2025 Q4	$182K	Sell	14,643 -6,934	-32%	-$74.8K	0.07%	183
2025 Q3	$214K	Hold	21,577	–	–	0.08%	186
2025 Q2	$193K	Hold	21,577	–	–	0.08%	185
2025 Q1	$188K	Sell	21,577 -372	-2%	-$3.91K	0.08%	174
2024 Q4	$273K	Sell	21,949 -400	-2%	-$4.92K	0.12%	158
2024 Q3	$259K	Hold	22,349	–	–	0.12%	159
2024 Q2	$238K	Hold	22,349	–	–	0.12%	158
2024 Q1	$267K	Sell	22,349 -15	-0.1%	-$181	0.14%	150
2023 Q4	$242K	Sell	22,364 -1,522	-6%	-$14.6K	0.13%	150
2023 Q3	$236K	Hold	23,886	–	–	0.12%	166
2023 Q2	$238K	Sell	23,886 -359	-1%	-$3.43K	0.12%	166
2023 Q1	$233K	Hold	24,245	–	–	0.12%	163
2022 Q4	$270K	Buy	+24,245	New	+$253K	0.18%	121

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forza Wealth Management's VTRS Position: Q2 2026 in Review

Forza Wealth Management held its Viatris (VTRS) position steady in Q2 2026 at 14,062 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #188.

Forza Wealth Management first reported a position in VTRS in Q4 2022 and has held it in 15 quarters since. The position peaked at $273K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Forza Wealth Management held 14,062 shares of Viatris worth $223K as of Q2 2026.
Forza Wealth Management left its Viatris share count unchanged in Q2 2026.
Viatris made up 0.07% of Forza Wealth Management's portfolio in Q2 2026, its #188 holding.
Forza Wealth Management first reported a position in Viatris in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Viatris position peaked at $273K in Q4 2024.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.