Harbor Asset Planning
VTRS icon

Harbor Asset Planning’s Viatris VTRS Stock Holding History

Harbor Asset Planning’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
Q3 		$830 Hold
47
– – ﹤0.01% 403
2026
Q2 		$745 Hold
47
– – ﹤0.01% 403
2026
Q1 		$633 Hold
47
– – ﹤0.01% 410
2025
Q4 		$583 Hold
47
– – ﹤0.01% 427
2025
Q3 		$463 Hold
47
– – ﹤0.01% 399
2025
Q2 		$419 Buy
+47
New +$397 ﹤0.01% 398

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Harbor Asset Planning's VTRS Position: Q3 2026 in Review

Harbor Asset Planning held its Viatris (VTRS) position steady in Q3 2026 at 47 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Harbor Asset Planning first reported a position in VTRS in Q2 2025 and has held it in 6 quarters since. 864 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Harbor Asset Planning held 47 shares of Viatris worth $830 as of Q3 2026.
  • Harbor Asset Planning left its Viatris share count unchanged in Q3 2026.
  • Viatris made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #403 holding.
  • Harbor Asset Planning first reported a position in Viatris in Q2 2025 and has held it in 6 quarters since.
  • 864 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.