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Fourth Dimension Wealth’s Viatris VTRS Stock Holding History

Fourth Dimension 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 		$6.21K Hold
391
– – ﹤0.01% 524
2026
Q1 		$5.28K Sell
391
-49
-11% -$686 ﹤0.01% 473
2025
Q4 		$5.48K Buy
440
+19
+5% +$205 ﹤0.01% 475
2025
Q3 		$4.17K Buy
421
+1
+0.2% +$10 ﹤0.01% 502
2025
Q2 		$3.75K Buy
420
+29
+7% +$245 ﹤0.01% 508
2025
Q1 		$3.4K Buy
391
+58
+17% +$609 ﹤0.01% 518
2024
Q4 		$4.87K Buy
+333
New +$4.09K ﹤0.01% 503

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

Fourth Dimension Wealth's VTRS Position: Q2 2026 in Review

Fourth Dimension Wealth held its Viatris (VTRS) position steady in Q2 2026 at 391 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Fourth Dimension Wealth first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Fourth Dimension Wealth held 391 shares of Viatris worth $6.21K as of Q2 2026.
  • Fourth Dimension Wealth left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #524 holding.
  • Fourth Dimension Wealth first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.