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Holos Integrated Wealth’s Viatris VTRS Stock Holding History

Holos Integrated Wealth’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 		$1.22K Hold
72
– – ﹤0.01% 348
2026
Q1 		$948 Hold
72
– – ﹤0.01% 366
2025
Q4 		$897 Hold
72
– – ﹤0.01% 287
2025
Q3 		$701 Hold
72
– – ﹤0.01% 285
2025
Q2 		$698 Hold
72
– – ﹤0.01% 288
2025
Q1 		$627 Sell
72
-55
-43% -$577 ﹤0.01% 295
2024
Q4 		$1.58K Buy
+127
New +$1.56K ﹤0.01% 279

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

Holos Integrated Wealth's VTRS Position: Q2 2026 in Review

Holos Integrated Wealth held its Viatris (VTRS) position steady in Q2 2026 at 72 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Holos Integrated Wealth first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Holos Integrated Wealth held 72 shares of Viatris worth $1.22K as of Q2 2026.
  • Holos Integrated Wealth left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #348 holding.
  • Holos Integrated Wealth first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Viatris position peaked at $1.58K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.