Heritage Wealth Advisors’s Viatris VTRS Stock Holding History

Heritage Wealth Advisors’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	$4.86K	Buy	306 +5	+2%	+$77	﹤0.01%	569
2026 Q1	$4.07K	Hold	301	–	–	﹤0.01%	580
2025 Q4	$3.75K	Hold	301	–	–	﹤0.01%	516
2025 Q3	$2.98K	Hold	301	–	–	﹤0.01%	501
2025 Q2	$2.69K	Hold	301	–	–	﹤0.01%	498
2025 Q1	$2.62K	Buy	301 +47	+19%	+$493	﹤0.01%	493
2024 Q4	$3.16K	Hold	254	–	–	﹤0.01%	531
2024 Q3	$2.95K	Hold	254	–	–	﹤0.01%	526
2024 Q2	$2.7K	Hold	254	–	–	﹤0.01%	471
2024 Q1	$3.03K	Hold	254	–	–	﹤0.01%	489
2023 Q4	$2.75K	Hold	254	–	–	﹤0.01%	498
2023 Q3	$2.5K	Sell	254 -32	-11%	-$333	﹤0.01%	458
2023 Q2	$2.85K	Sell	286 -118	-29%	-$1.13K	﹤0.01%	489
2023 Q1	$3.89K	Sell	404 -749	-65%	-$8.31K	﹤0.01%	485
2022 Q4	$12.8K	Hold	1,153	–	–	﹤0.01%	437
2022 Q3	$9.82K	Hold	1,153	–	–	﹤0.01%	423
2022 Q2	$12K	Hold	1,153	–	–	﹤0.01%	453
2022 Q1	$13K	Hold	1,153	–	–	﹤0.01%	425
2021 Q4	$16K	Hold	1,153	–	–	﹤0.01%	422
2021 Q3	$15.6K	Sell	1,153 -271	-19%	-$3.85K	﹤0.01%	419
2021 Q2	$20.3K	Buy	1,424 +143	+11%	+$2.07K	﹤0.01%	415
2021 Q1	$17.9K	Sell	1,281 -230	-15%	-$3.75K	﹤0.01%	428
2020 Q4	$28K	Buy	+1,511	New	+$24.6K	﹤0.01%	380

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

Heritage Wealth Advisors's VTRS Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Viatris (VTRS) stake by 1.7% in Q2 2026, buying an estimated $77 and bringing the position to 306 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Heritage Wealth Advisors first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $28K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Heritage Wealth Advisors held 306 shares of Viatris worth $4.86K as of Q2 2026.
Heritage Wealth Advisors bought 5 Viatris shares in Q2 2026, an estimated $77.
Viatris made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #569 holding.
Heritage Wealth Advisors first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
Heritage Wealth Advisors's Viatris position peaked at $28K in Q4 2020.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.