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Laurel Wealth Advisors (North Carolina)’s Viatris VTRS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-149
Closed -$1.86K – 654
2025
Q4 		$1.86K Buy
+149
New +$1.61K ﹤0.01% 611
2025
Q2 		– Sell
-176
Closed -$1.53K – 666
2025
Q1 		$1.53K Hold
176
– – ﹤0.01% 609
2024
Q4 		$2.19K Sell
176
-138
-44% -$1.7K ﹤0.01% 619
2024
Q3 		$3.65K Buy
314
+32
+11% +$369 ﹤0.01% 549
2024
Q2 		$3K Sell
282
-17
-6% -$188 ﹤0.01% 526
2024
Q1 		$3.57K Sell
299
-117
-28% -$1.41K ﹤0.01% 516
2023
Q4 		$4.51K Sell
416
-209
-33% -$2K ﹤0.01% 463
2023
Q3 		$6.16K Sell
625
-81
-11% -$843 ﹤0.01% 437
2023
Q2 		$7.05K Sell
706
-644
-48% -$6.15K ﹤0.01% 431
2023
Q1 		$13K Buy
1,350
+86
+7% +$954 ﹤0.01% 389
2022
Q4 		$14.1K Sell
1,264
-9
-0.7% -$94 ﹤0.01% 364
2022
Q3 		$11K Hold
1,273
– – ﹤0.01% 383
2022
Q2 		$13K Hold
1,273
– – ﹤0.01% 375
2022
Q1 		$14K Hold
1,273
– – ﹤0.01% 385
2021
Q4 		$17K Sell
1,273
-80
-6% -$1.07K ﹤0.01% 364
2021
Q3 		$18K Hold
1,353
– – ﹤0.01% 354
2021
Q2 		$19K Sell
1,353
-91
-6% -$1.32K ﹤0.01% 385
2021
Q1 		$20K Hold
1,444
– – ﹤0.01% 353
2020
Q4 		$27K Buy
+1,444
New +$23.6K 0.01% 312

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VTRS Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Viatris (VTRS) in Q1 2026, closing a stake of 149 shares — an estimated $1.86K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VTRS in Q4 2020 and held it in 19 quarters. The position peaked at $27K in Q4 2020. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 149 Viatris shares in Q1 2026, an estimated $1.86K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Viatris in Q4 2020 and held it in 19 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Viatris position peaked at $27K in Q4 2020.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.