IWM
VTRS icon

IMG Wealth Management’s Viatris VTRS Stock Holding History

IMG 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 		$1.48K Buy
+93
New +$1.44K ﹤0.01% 480
2026
Q1 		– Sell
-223
Closed -$2.78K – 620
2025
Q4 		$2.78K Hold
223
– – ﹤0.01% 479
2025
Q3 		$2.21K Hold
223
– – ﹤0.01% 441
2025
Q2 		$1.99K Buy
+223
New +$1.89K ﹤0.01% 443

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

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

IMG Wealth Management opened a new position in Viatris (VTRS) in Q2 2026: 93 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in VTRS as recently as Q4 2025.

IMG Wealth Management first reported a position in VTRS in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.78K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • IMG Wealth Management held 93 shares of Viatris worth $1.48K as of Q2 2026.
  • Viatris was a new IMG Wealth Management position in Q2 2026.
  • Viatris made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #480 holding.
  • IMG Wealth Management first reported a position in Viatris in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Viatris position peaked at $2.78K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.