IAA
VTRS icon

Independent Advisor Alliance’s Viatris VTRS Stock Holding History

Independent Advisor Alliance’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 		$520K Buy
32,752
+761
+2% +$11.8K 0.01% 655
2026
Q1 		$432K Buy
31,991
+834
+3% +$11.7K ﹤0.01% 1177
2025
Q4 		$388K Buy
31,157
+74
+0.2% +$798 0.01% 720
2025
Q3 		$308K Sell
31,083
-710
-2% -$6.91K 0.01% 762
2025
Q2 		$284K Sell
31,793
-25,672
-45% -$217K 0.01% 735
2025
Q1 		$501K Sell
57,465
-4,124
-7% -$43.3K 0.02% 527
2024
Q4 		$767K Buy
61,589
+7,345
+14% +$90.3K 0.01% 801
2024
Q3 		$630K Sell
54,244
-20,380
-27% -$235K 0.02% 411
2024
Q2 		$793K Buy
74,624
+36,714
+97% +$406K 0.03% 371
2024
Q1 		$453K Buy
37,910
+20,583
+119% +$248K 0.02% 476
2023
Q4 		$188K Buy
17,327
+1,442
+9% +$13.8K 0.01% 643
2023
Q3 		$157K Buy
15,885
+5,442
+52% +$56.7K 0.01% 620
2023
Q2 		$104K Buy
+10,443
New +$99.8K ﹤0.01% 641
2022
Q4 		– Sell
-10,085
Closed -$86K – 629
2022
Q3 		$86K Sell
10,085
-1,214
-11% -$11.9K 0.01% 595
2022
Q2 		$118K Sell
11,299
-1,667
-13% -$18.3K 0.01% 582
2022
Q1 		$141K Buy
12,966
+1,712
+15% +$22.6K 0.01% 623
2021
Q4 		$152K Sell
11,254
-1,017
-8% -$13.6K 0.01% 637
2021
Q3 		$166K Sell
12,271
-1,272
-9% -$18K 0.01% 595
2021
Q2 		$194K Sell
13,543
-18,232
-57% -$264K 0.01% 590
2021
Q1 		$444K Sell
31,775
-10,291
-24% -$168K 0.03% 396
2020
Q4 		$788K Buy
+42,066
New +$686K 0.05% 255

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's VTRS Position: Q2 2026 in Review

Independent Advisor Alliance increased its Viatris (VTRS) stake by 2.4% in Q2 2026, buying an estimated $11.8K and bringing the position to 32,752 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #655.

Independent Advisor Alliance first reported a position in VTRS in Q4 2020 and has held it in 21 quarters since. The position peaked at $793K in Q2 2024. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Independent Advisor Alliance held 32,752 shares of Viatris worth $520K as of Q2 2026.
  • Independent Advisor Alliance bought 761 Viatris shares in Q2 2026, an estimated $11.8K.
  • Viatris made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #655 holding.
  • Independent Advisor Alliance first reported a position in Viatris in Q4 2020 and has held it in 21 quarters since.
  • Independent Advisor Alliance's Viatris position peaked at $793K in Q2 2024.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.