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Innovative Asset Advisors Group’s Viatris VTRS Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-6,537
Closed -$88.3K – 1018
2026
Q1 		$88.3K Buy
+6,537
New +$91.5K 0.05% 228

Other funds holding VTRS

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Innovative Asset Advisors Group's VTRS Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Viatris (VTRS) in Q2 2026, closing a stake of 6,537 shares — an estimated $88.3K sold.

Innovative Asset Advisors Group first reported a position in VTRS in Q1 2026 and held it in 1 quarter. The position peaked at $88.3K in Q1 2026. 969 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 6,537 Viatris shares in Q2 2026, an estimated $88.3K.
  • Innovative Asset Advisors Group first reported a position in Viatris in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Viatris position peaked at $88.3K in Q1 2026.
  • 969 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.