IPW
VTRS icon

Impact Partnership Wealth’s Viatris VTRS Stock Holding History

Impact Partnership 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 		– Sell
-18,392
Closed -$248K – 497
2026
Q1 		$248K Sell
18,392
-6,577
-26% -$92K 0.03% 308
2025
Q4 		$311K Buy
+24,969
New +$269K 0.04% 272
2024
Q2 		– Sell
-37,776
Closed -$451K – 680
2024
Q1 		$451K Sell
37,776
-7,793
-17% -$93.9K 0.18% 81
2023
Q4 		$494K Buy
45,569
+12,448
+38% +$119K 0.18% 83
2023
Q3 		$327K Sell
33,121
-22,415
-40% -$233K 0.1% 117
2023
Q2 		$554K Buy
+55,536
New +$530K 0.19% 62

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

Impact Partnership Wealth's VTRS Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Viatris (VTRS) in Q2 2026, closing a stake of 18,392 shares — an estimated $248K sold.

Impact Partnership Wealth first reported a position in VTRS in Q2 2023 and held it in 6 quarters. The position peaked at $554K in Q2 2023. 1,031 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 18,392 Viatris shares in Q2 2026, an estimated $248K.
  • Impact Partnership Wealth first reported a position in Viatris in Q2 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Viatris position peaked at $554K in Q2 2023.
  • 1,031 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.