Institute for Wealth Management’s Viatris VTRS Stock Holding History

Institute for 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	$10.6K	Buy	+668	New	+$10.4K	﹤0.01%	1304

Other funds holding VTRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Institute for Wealth Management's VTRS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Viatris (VTRS) in Q2 2026: 668 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings.

611 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Institute for Wealth Management held 668 shares of Viatris worth $10.6K as of Q2 2026.
Viatris was a new Institute for Wealth Management position in Q2 2026.
Viatris made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1304 holding.
611 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.