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Garton & Associates Financial Advisors’s Viatris VTRS Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-538
Closed -$6.7K – 691
2025
Q4 		$6.7K Buy
+538
New +$5.8K ﹤0.01% 930

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Garton & Associates Financial Advisors's VTRS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Viatris (VTRS) in Q1 2026, closing a stake of 538 shares — an estimated $6.7K sold.

Garton & Associates Financial Advisors first reported a position in VTRS in Q4 2025 and held it in 1 quarter. The position peaked at $6.7K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 538 Viatris shares in Q1 2026, an estimated $6.7K.
  • Garton & Associates Financial Advisors first reported a position in Viatris in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Viatris position peaked at $6.7K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.