IMA Advisory Services’s Viatris VTRS Stock Holding History

IMA Advisory Services’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	$9.99K	Sell	629 -11,521	-95%	-$179K	﹤0.01%	745
2026 Q1	$164K	Sell	12,150 -65	-0.5%	-$910	0.02%	183
2025 Q4	$152K	Hold	12,215	–	–	0.01%	188
2025 Q3	$121K	Buy	12,215 +766	+7%	+$7.46K	0.01%	184
2025 Q2	$102K	Buy	11,449 +1,690	+17%	+$14.3K	0.01%	187
2025 Q1	$85K	Buy	+9,759	New	+$102K	0.01%	202
2024 Q4	–	Sell	-7,569	Closed	-$87.9K	–	282
2024 Q3	$87.9K	Buy	+7,569	New	+$87.3K	0.02%	156
2023 Q4	–	Sell	-53	Closed	-$523	–	262
2023 Q3	$523	Hold	53	–	–	﹤0.01%	280
2023 Q2	$529	Sell	53 -8	-13%	-$76	﹤0.01%	285
2023 Q1	$587	Hold	61	–	–	﹤0.01%	288
2022 Q4	$679	Hold	61	–	–	﹤0.01%	314
2022 Q3	$1K	Hold	61	–	–	﹤0.01%	316
2022 Q2	$1K	Sell	61 -81	-57%	-$888	﹤0.01%	316
2022 Q1	$2K	Sell	142 -42	-23%	-$553	﹤0.01%	292
2021 Q4	$2K	Hold	184	–	–	﹤0.01%	299
2021 Q3	$2K	Sell	184 -157	-46%	-$2.23K	﹤0.01%	278
2021 Q2	$5K	Sell	341 -36	-10%	-$521	﹤0.01%	256
2021 Q1	$5K	Sell	377 -7,242	-95%	-$118K	﹤0.01%	262
2020 Q4	$143K	Buy	+7,619	New	+$124K	0.04%	122
2018 Q3	–	Sell	-241	Closed	-$9K	–	465
2018 Q2	$9K	Buy	+241	New	+$9.46K	﹤0.01%	279
2017 Q4	–	Sell	-32,422	Closed	-$1.02M	–	131
2017 Q3	$1.02M	Buy	32,422 +3,898	+14%	+$132K	0.47%	78
2017 Q2	$1.11M	Sell	28,524 -2,665	-9%	-$102K	0.53%	69
2017 Q1	$1.22M	Buy	31,189 +9,049	+41%	+$365K	0.61%	58
2016 Q4	$845K	Buy	+22,140	New	+$823K	0.52%	64

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

IMA Advisory Services's VTRS Position: Q2 2026 in Review

IMA Advisory Services reduced its Viatris (VTRS) stake by 95% in Q2 2026, selling an estimated $179K and leaving 629 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

IMA Advisory Services first reported a position in VTRS in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.22M in Q1 2017. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

IMA Advisory Services held 629 shares of Viatris worth $9.99K as of Q2 2026.
IMA Advisory Services sold 11,521 Viatris shares in Q2 2026, an estimated $179K.
Viatris made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #745 holding.
IMA Advisory Services first reported a position in Viatris in Q4 2016 and has held it in 24 quarters since.
IMA Advisory Services's Viatris position peaked at $1.22M in Q1 2017.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.