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HB Wealth Management’s Viatris VTRS Stock Holding History

HB 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 		$937K Sell
58,985
-1,091
-2% -$16.9K 0.01% 773
2026
Q1 		$812K Buy
60,076
+4,297
+8% +$60.1K 0.01% 752
2025
Q4 		$694K Buy
55,779
+791
+1% +$8.53K ﹤0.01% 751
2025
Q3 		$544K Buy
54,988
+12,397
+29% +$121K ﹤0.01% 826
2025
Q2 		$380K Buy
42,591
+5,784
+16% +$48.9K ﹤0.01% 847
2025
Q1 		$321K Sell
36,807
-2,626
-7% -$27.6K ﹤0.01% 935
2024
Q4 		$491K Buy
39,433
+6,734
+21% +$82.8K 0.01% 624
2024
Q3 		$380K Buy
32,699
+575
+2% +$6.63K ﹤0.01% 677
2024
Q2 		$341K Sell
32,124
-649
-2% -$7.17K ﹤0.01% 667
2024
Q1 		$391K Buy
32,773
+572
+2% +$6.89K ﹤0.01% 568
2023
Q4 		$349K Buy
32,201
+12,765
+66% +$122K 0.01% 556
2023
Q3 		$192K Buy
19,436
+1,050
+6% +$10.9K ﹤0.01% 722
2023
Q2 		$183K Buy
18,386
+4,346
+31% +$41.5K ﹤0.01% 690
2023
Q1 		$135K Buy
+14,040
New +$156K ﹤0.01% 689
2022
Q3 		– Sell
-12,442
Closed -$130K – 622
2022
Q2 		$130K Buy
+12,442
New +$136K ﹤0.01% 559

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 $3.38T AUM 44.17% 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

HB Wealth Management's VTRS Position: Q2 2026 in Review

HB Wealth Management reduced its Viatris (VTRS) stake by 1.8% in Q2 2026, selling an estimated $16.9K and leaving 58,985 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #773.

HB Wealth Management first reported a position in VTRS in Q2 2022 and has held it in 15 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • HB Wealth Management held 58,985 shares of Viatris worth $937K as of Q2 2026.
  • HB Wealth Management sold 1,091 Viatris shares in Q2 2026, an estimated $16.9K.
  • Viatris made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #773 holding.
  • HB Wealth Management first reported a position in Viatris in Q2 2022 and has held it in 15 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.