Innovative Advisory Group’s Viatris VTRS Stock Holding History

Innovative Advisory Group’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 Q3	$465K	Buy	+26,223	New	+$443K	0.34%	23

Other funds holding VTRS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Innovative Advisory Group's VTRS Position: Q3 2026 in Review

Innovative Advisory Group opened a new position in Viatris (VTRS) in Q3 2026: 26,223 shares worth $465K. The stake represents 0.34% of the portfolio and ranks #23 among its holdings.

565 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

Innovative Advisory Group held 26,223 shares of Viatris worth $465K as of Q3 2026.
Viatris was a new Innovative Advisory Group position in Q3 2026.
Viatris made up 0.34% of Innovative Advisory Group's portfolio in Q3 2026, its #23 holding.
565 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Innovative Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.