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JPL Wealth Management’s Viatris VTRS Stock Holding History

JPL 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 		$25K Hold
1,572
– – 0.01% 392
2026
Q1 		$21.2K Buy
+1,572
New +$22K ﹤0.01% 384
2025
Q4 		– Sell
-1,572
Closed -$15.6K – 1108
2025
Q3 		$15.6K Buy
+1,572
New +$15.3K ﹤0.01% 457

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

JPL Wealth Management's VTRS Position: Q2 2026 in Review

JPL Wealth Management held its Viatris (VTRS) position steady in Q2 2026 at 1,572 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #392.

JPL Wealth Management first reported a position in VTRS in Q3 2025 and has held it in 3 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • JPL Wealth Management held 1,572 shares of Viatris worth $25K as of Q2 2026.
  • JPL Wealth Management left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #392 holding.
  • JPL Wealth Management first reported a position in Viatris in Q3 2025 and has held it in 3 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.