HHM Wealth Advisors’s Viatris VTRS Stock Holding History

HHM 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	$270	Hold	17	–	–	﹤0.01%	870
2026 Q1	$230	Hold	17	–	–	﹤0.01%	850
2025 Q4	$212	Hold	17	–	–	﹤0.01%	823
2025 Q3	$169	Hold	17	–	–	﹤0.01%	837
2025 Q2	$152	Hold	17	–	–	﹤0.01%	847
2025 Q1	$149	Sell	17 -31	-65%	-$325	﹤0.01%	903
2024 Q4	$598	Buy	48 +31	+182%	+$381	﹤0.01%	908
2024 Q3	$198	Hold	17	–	–	﹤0.01%	757
2024 Q2	$181	Hold	17	–	–	﹤0.01%	765
2024 Q1	$203	Hold	17	–	–	﹤0.01%	718
2023 Q4	$185	Sell	17 -57	-77%	-$546	﹤0.01%	725
2023 Q3	$730	Buy	74 +57	+335%	+$594	﹤0.01%	745
2023 Q2	$170	Hold	17	–	–	﹤0.01%	791
2023 Q1	$164	Hold	17	–	–	﹤0.01%	803
2022 Q4	$189	Sell	17 -12	-41%	-$125	﹤0.01%	681
2022 Q3	$0	Sell	29 -171	-86%	-$1.68K	﹤0.01%	819
2022 Q2	$2K	Sell	200 -17	-8%	-$186	﹤0.01%	747
2022 Q1	$2K	Buy	217 +12	+6%	+$158	﹤0.01%	674
2021 Q4	$3K	Sell	205 -247	-55%	-$3.3K	﹤0.01%	620
2021 Q3	$6K	Hold	452	–	–	﹤0.01%	539
2021 Q2	$6K	Hold	452	–	–	﹤0.01%	521
2021 Q1	$6K	Sell	452 -22	-5%	-$359	﹤0.01%	493
2020 Q4	$9K	Buy	+474	New	+$7.73K	﹤0.01%	427

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

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

HHM Wealth Advisors held its Viatris (VTRS) position steady in Q2 2026 at 17 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #870.

HHM Wealth Advisors first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $9K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

HHM Wealth Advisors held 17 shares of Viatris worth $270 as of Q2 2026.
HHM Wealth Advisors left its Viatris share count unchanged in Q2 2026.
Viatris made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #870 holding.
HHM Wealth Advisors first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
HHM Wealth Advisors's Viatris position peaked at $9K in Q4 2020.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.