IFG Advisory’s Viatris VTRS Stock Holding History

IFG Advisory’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	$33.7K	Buy	+2,122	New	+$32.9K	﹤0.01%	1462
2023 Q1	–	Sell	-10,249	Closed	-$114K	–	528
2022 Q4	$114K	Sell	10,249 -2,822	-22%	-$29.5K	0.01%	478
2022 Q3	$111K	Buy	13,071 +1,777	+16%	+$17.5K	0.01%	503
2022 Q2	$118K	Sell	11,294 -40	-0.4%	-$439	0.01%	450
2022 Q1	$123K	Buy	11,334 +900	+9%	+$11.9K	0.01%	481
2021 Q4	$141K	Buy	+10,434	New	+$139K	0.01%	489

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

IFG Advisory's VTRS Position: Q2 2026 in Review

IFG Advisory opened a new position in Viatris (VTRS) in Q2 2026: 2,122 shares worth $33.7K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: IFG Advisory previously reported a position in VTRS as recently as Q4 2022.

IFG Advisory first reported a position in VTRS in Q4 2021 and has held it in 6 quarters since. The position peaked at $141K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

IFG Advisory held 2,122 shares of Viatris worth $33.7K as of Q2 2026.
Viatris was a new IFG Advisory position in Q2 2026.
Viatris made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1462 holding.
IFG Advisory first reported a position in Viatris in Q4 2021 and has held it in 6 quarters since.
IFG Advisory's Viatris position peaked at $141K in Q4 2021.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.