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GoalVest Advisory’s Viatris VTRS Stock Holding History

GoalVest Advisory’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
-1,082
Closed -$13.5K – 548
2025
Q4 		$13.5K Buy
+1,082
New +$11.7K ﹤0.01% 397
2025
Q2 		– Sell
-12
Closed -$105 – 526
2025
Q1 		$105 Buy
+12
New +$126 ﹤0.01% 496
2024
Q4 		– Sell
-97
Closed -$1.13K – 437
2024
Q3 		$1.13K Hold
97
– – ﹤0.01% 360
2024
Q2 		$1.03K Hold
97
– – ﹤0.01% 302
2024
Q1 		$1.16K Hold
97
– – ﹤0.01% 381
2023
Q4 		$1.05K Buy
+97
New +$929 ﹤0.01% 349
2022
Q3 		– Sell
-62
Closed -$1K – 314
2022
Q2 		$1K Buy
+62
New +$680 ﹤0.01% 298

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 $3.38T AUM 44.17% 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

GoalVest Advisory's VTRS Position: Q1 2026 in Review

GoalVest Advisory sold out of Viatris (VTRS) in Q1 2026, closing a stake of 1,082 shares — an estimated $13.5K sold.

GoalVest Advisory first reported a position in VTRS in Q2 2022 and held it in 7 quarters. The position peaked at $13.5K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • GoalVest Advisory reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 1,082 Viatris shares in Q1 2026, an estimated $13.5K.
  • GoalVest Advisory first reported a position in Viatris in Q2 2022 and held it in 7 quarters.
  • GoalVest Advisory's Viatris position peaked at $13.5K in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.