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Intentional Wealth Strategies’s Viatris VTRS Stock Holding History

Intentional Wealth Strategies’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
-210
Closed -$2.84K – 879
2026
Q1 		$2.84K Buy
+210
New +$2.94K ﹤0.01% 595

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

Intentional Wealth Strategies's VTRS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Viatris (VTRS) in Q2 2026, closing a stake of 210 shares — an estimated $2.84K sold.

Intentional Wealth Strategies first reported a position in VTRS in Q1 2026 and held it in 1 quarter. The position peaked at $2.84K in Q1 2026. 1,022 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 210 Viatris shares in Q2 2026, an estimated $2.84K.
  • Intentional Wealth Strategies first reported a position in Viatris in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Viatris position peaked at $2.84K in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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