HWM
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HighMark Wealth Management’s Viatris VTRS Stock Holding History

HighMark 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 		$8.07K Buy
509
+2
+0.4% +$31 ﹤0.01% 343
2026
Q1 		$6.85K Buy
507
+2
+0.4% +$28 ﹤0.01% 338
2025
Q4 		$6.29K Buy
505
+2
+0.4% +$22 ﹤0.01% 375
2025
Q3 		$4.98K Buy
503
+3
+0.6% +$29 ﹤0.01% 396
2025
Q2 		$4.47K Buy
500
+289
+137% +$2.44K ﹤0.01% 406
2025
Q1 		$1.83K Buy
211
+3
+1% +$31 ﹤0.01% 457
2024
Q4 		$2.59K Sell
208
-285
-58% -$3.5K ﹤0.01% 438
2024
Q3 		$5.73K Buy
493
+2
+0.4% +$23 ﹤0.01% 390
2024
Q2 		$5.22K Buy
491
+289
+143% +$3.19K ﹤0.01% 379
2024
Q1 		$2.41K Buy
202
+2
+1% +$24 ﹤0.01% 455
2023
Q4 		$2.17K Sell
200
-16
-7% -$153 ﹤0.01% 464
2023
Q3 		$2.13K Buy
216
+3
+1% +$31 ﹤0.01% 449
2023
Q2 		$2.13K Buy
213
+2
+0.9% +$19 ﹤0.01% 453
2023
Q1 		$2.03K Buy
211
+2
+1% +$22 ﹤0.01% 501
2022
Q4 		$2.32K Buy
209
+2
+1% +$21 ﹤0.01% 420
2022
Q3 		$2K Buy
207
+2
+1% +$20 ﹤0.01% 445
2022
Q2 		$2K Buy
205
+3
+1% +$33 ﹤0.01% 450
2022
Q1 		$2K Buy
202
+2
+1% +$26 ﹤0.01% 458
2021
Q4 		$3K Buy
200
+1
+0.5% +$13 ﹤0.01% 421
2021
Q3 		$3K Buy
199
+2
+1% +$28 ﹤0.01% 428
2021
Q2 		$3K Buy
197
+1
+0.5% +$14 ﹤0.01% 438
2021
Q1 		$3K Hold
196
– – ﹤0.01% 406
2020
Q4 		$4K Buy
+196
New +$3.2K ﹤0.01% 369
2020
Q1 		– Sell
-615
Closed -$12K – 418
2019
Q4 		$12K Buy
+615
New +$11.4K 0.01% 184

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 $3.37T 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
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

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

HighMark Wealth Management increased its Viatris (VTRS) stake by 0.39% in Q2 2026, buying an estimated $31 and bringing the position to 509 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

HighMark Wealth Management first reported a position in VTRS in Q4 2019 and has held it in 24 quarters since. The position peaked at $12K in Q4 2019. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • HighMark Wealth Management held 509 shares of Viatris worth $8.07K as of Q2 2026.
  • HighMark Wealth Management bought 2 Viatris shares in Q2 2026, an estimated $31.
  • Viatris made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #343 holding.
  • HighMark Wealth Management first reported a position in Viatris in Q4 2019 and has held it in 24 quarters since.
  • HighMark Wealth Management's Viatris position peaked at $12K in Q4 2019.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.