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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
Q2 		$19.8K Buy
1,247
+1,027
+467% +$15.9K ﹤0.01% 326
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

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's VTRS Position: Q2 2026 in Review

J. Safra Asset Management increased its Viatris (VTRS) stake by 467% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,247 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

J. Safra Asset Management first reported a position in VTRS in Q3 2025 and has held it in 4 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • J. Safra Asset Management held 1,247 shares of Viatris worth $19.8K as of Q2 2026.
  • J. Safra Asset Management bought 1,027 Viatris shares in Q2 2026, an estimated $15.9K.
  • Viatris made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #326 holding.
  • J. Safra Asset Management first reported a position in Viatris in Q3 2025 and has held it in 4 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.