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Kelleher Financial Advisors’s Viatris VTRS Stock Holding History

Kelleher Financial Advisors’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 		$8K Buy
504
+186
+58% +$2.88K ﹤0.01% 637
2026
Q1 		$4.26K Hold
318
– – ﹤0.01% 602
2025
Q4 		$3.96K Hold
318
– – ﹤0.01% 634
2025
Q3 		$3.15K Buy
+318
New +$3.1K ﹤0.01% 573
2021
Q4 		– Sell
-30,973
Closed -$419K – 148
2021
Q3 		$419K Buy
30,973
+2,581
+9% +$36.6K 0.18% 107
2021
Q2 		$405K Sell
28,392
-787
-3% -$11.4K 0.23% 78
2021
Q1 		$407K Buy
29,179
+3,090
+12% +$50.4K 0.26% 73
2020
Q4 		$489K Buy
+26,089
New +$426K 0.37% 62
2016
Q2 		– Sell
-3,675
Closed -$170K – 207
2016
Q1 		$170K Buy
+3,675
New +$177K 0.09% 149

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Kelleher Financial Advisors's VTRS Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Viatris (VTRS) stake by 58% in Q2 2026, buying an estimated $2.88K and bringing the position to 504 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Kelleher Financial Advisors first reported a position in VTRS in Q1 2016 and has held it in 9 quarters since. The position peaked at $489K in Q4 2020. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Kelleher Financial Advisors held 504 shares of Viatris worth $8K as of Q2 2026.
  • Kelleher Financial Advisors bought 186 Viatris shares in Q2 2026, an estimated $2.88K.
  • Viatris made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #637 holding.
  • Kelleher Financial Advisors first reported a position in Viatris in Q1 2016 and has held it in 9 quarters since.
  • Kelleher Financial Advisors's Viatris position peaked at $489K in Q4 2020.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.