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Journey Strategic Wealth’s Viatris VTRS Stock Holding History

Journey Strategic Wealth’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 		$240K Buy
17,761
+1,186
+7% +$16.6K 0.01% 677
2025
Q4 		$206K Buy
16,575
+902
+6% +$9.73K 0.01% 703
2025
Q3 		$155K Buy
+15,673
New +$153K ﹤0.01% 688

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Journey Strategic Wealth's VTRS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Viatris (VTRS) stake by 7.2% in Q1 2026, buying an estimated $16.6K and bringing the position to 17,761 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #677.

Journey Strategic Wealth first reported a position in VTRS in Q3 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Journey Strategic Wealth held 17,761 shares of Viatris worth $240K as of Q1 2026.
  • Journey Strategic Wealth bought 1,186 Viatris shares in Q1 2026, an estimated $16.6K.
  • Viatris made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #677 holding.
  • Journey Strategic Wealth first reported a position in Viatris in Q3 2025 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.