KFI
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Key Financial Inc’s Viatris VTRS Stock Holding History

Key Financial Inc’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 		$90.8K Hold
5,716
– – 0.01% 440
2026
Q1 		$77.2K Hold
5,716
– – 0.01% 450
2025
Q4 		$71.2K Buy
5,716
+12
+0.2% +$129 0.01% 458
2025
Q3 		$57.6K Hold
5,704
– – 0.01% 490
2025
Q2 		$50.9K Sell
5,704
-996
-15% -$8.42K 0.01% 488
2025
Q1 		$58.4K Hold
6,700
– – 0.01% 458
2024
Q4 		$83.4K Sell
6,700
-136
-2% -$1.67K 0.02% 391
2024
Q3 		$79.4K Sell
6,836
-1,469
-18% -$16.9K 0.02% 386
2024
Q2 		$88.3K Sell
8,305
-52
-0.6% -$575 0.02% 358
2024
Q1 		$99.8K Hold
8,357
– – 0.03% 328
2023
Q4 		$90.5K Hold
8,357
– – 0.02% 328
2023
Q3 		$82.4K Sell
8,357
-75
-0.9% -$781 0.03% 328
2023
Q2 		$84.1K Hold
8,432
– – 0.03% 329
2023
Q1 		$81.1K Sell
8,432
-273
-3% -$3.03K 0.03% 326
2022
Q4 		$74.2K Hold
8,705
– – 0.04% 302
2022
Q3 		$74K Buy
8,705
+4,575
+111% +$45K 0.03% 305
2022
Q2 		$44K Sell
4,130
-584
-12% -$6.4K 0.02% 385
2022
Q1 		$51K Buy
4,714
+702
+17% +$9.25K 0.03% 362
2021
Q4 		$54K Buy
4,012
+12
+0.3% +$160 0.03% 345
2021
Q3 		$54K Sell
4,000
-212
-5% -$3.01K 0.03% 336
2021
Q2 		$59K Sell
4,212
-547
-11% -$7.91K 0.03% 332
2021
Q1 		$66K Buy
4,759
+712
+18% +$11.6K 0.04% 235
2020
Q4 		$76K Buy
+4,047
New +$66K 0.06% 208

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

Key Financial Inc's VTRS Position: Q2 2026 in Review

Key Financial Inc held its Viatris (VTRS) position steady in Q2 2026 at 5,716 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #440.

Key Financial Inc first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $99.8K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Key Financial Inc held 5,716 shares of Viatris worth $90.8K as of Q2 2026.
  • Key Financial Inc left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #440 holding.
  • Key Financial Inc first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Viatris position peaked at $99.8K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.