Kaufman Rossin Wealth’s Viatris VTRS Stock Holding History

Kaufman Rossin 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	–	Sell	-11,210	Closed	-$140K	–	160
2025 Q4	$140K	Hold	11,210	–	–	0.07%	155
2025 Q3	$111K	Buy	+11,210	New	+$109K	0.06%	153

Other funds holding VTRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kaufman Rossin Wealth's VTRS Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Viatris (VTRS) in Q1 2026, closing a stake of 11,210 shares — an estimated $140K sold.

Kaufman Rossin Wealth first reported a position in VTRS in Q3 2025 and held it in 2 quarters. The position peaked at $140K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 11,210 Viatris shares in Q1 2026, an estimated $140K.
Kaufman Rossin Wealth first reported a position in Viatris in Q3 2025 and held it in 2 quarters.
Kaufman Rossin Wealth's Viatris position peaked at $140K in Q4 2025.
1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.