KA
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Kovack Advisors’s Viatris VTRS Stock Holding History

Kovack 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 		$387K Buy
24,349
+13,760
+130% +$213K 0.02% 711
2026
Q1 		$143K Sell
10,589
-7,868
-43% -$110K 0.01% 961
2025
Q4 		$230K Buy
+18,457
New +$199K 0.01% 884
2025
Q1 		– Sell
-14,007
Closed -$174K – 640
2024
Q4 		$174K Buy
14,007
+145
+1% +$1.78K 0.02% 577
2024
Q3 		$161K Sell
13,862
-638
-4% -$7.36K 0.02% 558
2024
Q2 		$154K Sell
14,500
-1,765
-11% -$19.5K 0.02% 542
2024
Q1 		$194K Sell
16,265
-649
-4% -$7.82K 0.02% 439
2023
Q4 		$183K Sell
16,914
-2,186
-11% -$20.9K 0.02% 529
2023
Q3 		$188K Buy
19,100
+425
+2% +$4.42K 0.03% 497
2023
Q2 		$186K Sell
18,675
-295
-2% -$2.82K 0.02% 525
2023
Q1 		$182K Buy
+18,970
New +$210K 0.02% 525
2022
Q3 		– Sell
-19,516
Closed -$204K – 646
2022
Q2 		$204K Sell
19,516
-525
-3% -$5.75K 0.03% 571
2022
Q1 		$218K Buy
20,041
+475
+2% +$6.26K 0.02% 628
2021
Q4 		$265K Sell
19,566
-6,789
-26% -$90.7K 0.03% 569
2021
Q3 		$357K Buy
26,355
+2,237
+9% +$31.7K 0.04% 471
2021
Q2 		$345K Buy
24,118
+31
+0.1% +$449 0.04% 463
2021
Q1 		$336K Buy
24,087
+7,830
+48% +$128K 0.04% 415
2020
Q4 		$305K Buy
+16,257
New +$265K 0.04% 401

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

Kovack Advisors's VTRS Position: Q2 2026 in Review

Kovack Advisors increased its Viatris (VTRS) stake by 130% in Q2 2026, buying an estimated $213K and bringing the position to 24,349 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #711.

Kovack Advisors first reported a position in VTRS in Q4 2020 and has held it in 18 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Kovack Advisors held 24,349 shares of Viatris worth $387K as of Q2 2026.
  • Kovack Advisors bought 13,760 Viatris shares in Q2 2026, an estimated $213K.
  • Viatris made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #711 holding.
  • Kovack Advisors first reported a position in Viatris in Q4 2020 and has held it in 18 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.