BPI
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BFC Planning, Inc.’s Viatris VTRS Stock Holding History

BFC Planning, 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 		$335K Buy
21,075
+1,713
+9% +$26.5K 0.01% 756
2026
Q1 		$262K Sell
19,362
-102
-0.5% -$1.43K 0.01% 788
2025
Q4 		$242K Buy
19,464
+458
+2% +$4.94K 0.01% 803
2025
Q3 		$188K Buy
19,006
+1,596
+9% +$15.5K 0.01% 688
2025
Q2 		$155K Buy
17,410
+666
+4% +$5.63K 0.01% 721
2025
Q1 		$146K Sell
16,744
-242
-1% -$2.54K 0.01% 731
2024
Q4 		$211K Buy
+16,986
New +$209K 0.02% 589

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 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
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s VTRS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Viatris (VTRS) stake by 8.8% in Q2 2026, buying an estimated $26.5K and bringing the position to 21,075 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #756.

BFC Planning, Inc. first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,040 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • BFC Planning, Inc. held 21,075 shares of Viatris worth $335K as of Q2 2026.
  • BFC Planning, Inc. bought 1,713 Viatris shares in Q2 2026, an estimated $26.5K.
  • Viatris made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #756 holding.
  • BFC Planning, Inc. first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.