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GeoWealth Management’s Viatris VTRS Stock Holding History

GeoWealth 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 		$606K Buy
+38,168
New +$592K 0.02% 456
2025
Q3 		– Sell
-1,871
Closed -$16.7K – 1236
2025
Q2 		$16.7K Buy
+1,871
New +$15.8K ﹤0.01% 1083
2025
Q1 		– Sell
-5,221
Closed -$65K – 1775
2024
Q4 		$65K Buy
5,221
+217
+4% +$2.67K ﹤0.01% 1071
2024
Q3 		$58.1K Buy
+5,004
New +$57.7K ﹤0.01% 1026

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

GeoWealth Management's VTRS Position: Q2 2026 in Review

GeoWealth Management opened a new position in Viatris (VTRS) in Q2 2026: 38,168 shares worth $606K. The stake represents 0.02% of the portfolio and ranks #456 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in VTRS as recently as Q2 2025.

GeoWealth Management first reported a position in VTRS in Q3 2024 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • GeoWealth Management held 38,168 shares of Viatris worth $606K as of Q2 2026.
  • Viatris was a new GeoWealth Management position in Q2 2026.
  • Viatris made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #456 holding.
  • GeoWealth Management first reported a position in Viatris in Q3 2024 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.