IWA
VTRS icon

IBEX Wealth Advisors’s Viatris VTRS Stock Holding History

IBEX 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 		$311K Buy
+19,577
New +$303K 0.02% 183
2021
Q4 		– Sell
-9
Closed – – 423
2021
Q3 		$0 Buy
+9
New +$128 ﹤0.01% 445

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

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

IBEX Wealth Advisors opened a new position in Viatris (VTRS) in Q2 2026: 19,577 shares worth $311K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in VTRS as recently as Q3 2021.

IBEX Wealth Advisors first reported a position in VTRS in Q3 2021 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • IBEX Wealth Advisors held 19,577 shares of Viatris worth $311K as of Q2 2026.
  • Viatris was a new IBEX Wealth Advisors position in Q2 2026.
  • Viatris made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • IBEX Wealth Advisors first reported a position in Viatris in Q3 2021 and has held it in 2 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.