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J. Safra Asset Management’s Viatris VTRS Stock Holding History

J. Safra Asset 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
Q1 		$2.97K Hold
220
– – ﹤0.01% 560
2025
Q4 		$2.74K Hold
220
– – ﹤0.01% 509
2025
Q3 		$2.18K Buy
+220
New +$2.14K ﹤0.01% 390

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J. Safra Asset Management's VTRS Position: Q1 2026 in Review

J. Safra Asset Management held its Viatris (VTRS) position steady in Q1 2026 at 220 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

J. Safra Asset Management first reported a position in VTRS in Q3 2025 and has held it in 3 quarters since. 1,020 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • J. Safra Asset Management held 220 shares of Viatris worth $2.97K as of Q1 2026.
  • J. Safra Asset Management left its Viatris share count unchanged in Q1 2026.
  • Viatris made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #560 holding.
  • J. Safra Asset Management first reported a position in Viatris in Q3 2025 and has held it in 3 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.