Golden State Wealth Management’s Viatris VTRS Stock Holding History

Golden State Wealth 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	$5.91K	Hold	372	–	–	﹤0.01%	1224
2026 Q1	$5.03K	Buy	372 +7	+2%	+$98	﹤0.01%	1214
2025 Q4	$4.55K	Buy	365 +1	+0.3%	+$11	﹤0.01%	1257
2025 Q3	$3.61K	Buy	364 +18	+5%	+$175	﹤0.01%	1309
2025 Q2	$3.1K	Sell	346 -7	-2%	-$59	﹤0.01%	1302
2025 Q1	$3.08K	Sell	353 -1	-0.3%	-$10	﹤0.01%	1255
2024 Q4	$4.41K	Buy	+354	New	+$4.35K	﹤0.01%	1137
2019 Q3	–	Sell	-740	Closed	-$14K	–	1147
2019 Q2	$14K	Buy	+740	New	+$16.4K	﹤0.01%	685

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Golden State Wealth Management's VTRS Position: Q2 2026 in Review

Golden State Wealth Management held its Viatris (VTRS) position steady in Q2 2026 at 372 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Golden State Wealth Management first reported a position in VTRS in Q2 2019 and has held it in 8 quarters since. The position peaked at $14K in Q2 2019. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Golden State Wealth Management held 372 shares of Viatris worth $5.91K as of Q2 2026.
Golden State Wealth Management left its Viatris share count unchanged in Q2 2026.
Viatris made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1224 holding.
Golden State Wealth Management first reported a position in Viatris in Q2 2019 and has held it in 8 quarters since.
Golden State Wealth Management's Viatris position peaked at $14K in Q2 2019.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.