Legacy Financial Advisors’s Viatris VTRS Stock Holding History

Legacy 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	$204K	Sell	12,841 -183	-1%	-$2.84K	0.02%	422
2026 Q1	$176K	Buy	13,024 +2,019	+18%	+$28.3K	0.02%	400
2025 Q4	$137K	Buy	+11,005	New	+$119K	0.02%	388
2025 Q1	–	Sell	-10,006	Closed	-$125K	–	378
2024 Q4	$125K	Buy	+10,006	New	+$123K	0.02%	339
2024 Q2	–	Sell	-10,084	Closed	-$120K	–	362
2024 Q1	$120K	Buy	+10,084	New	+$121K	0.02%	317
2019 Q2	–	Sell	-66	Closed	-$2K	–	888
2019 Q1	$2K	Hold	66	–	–	﹤0.01%	921
2018 Q4	$2K	Buy	66 +48	+267%	+$1.55K	﹤0.01%	856
2018 Q3	$0	Sell	18 -16	-47%	-$601	﹤0.01%	957
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	899
2018 Q1	$1K	Hold	34	–	–	﹤0.01%	794
2017 Q4	$1K	Buy	+34	New	+$1.3K	﹤0.01%	797

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Legacy Financial Advisors reduced its Viatris (VTRS) stake by 1.4% in Q2 2026, selling an estimated $2.84K and leaving 12,841 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #422.

Legacy Financial Advisors first reported a position in VTRS in Q4 2017 and has held it in 11 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Legacy Financial Advisors held 12,841 shares of Viatris worth $204K as of Q2 2026.
Legacy Financial Advisors sold 183 Viatris shares in Q2 2026, an estimated $2.84K.
Viatris made up 0.02% of Legacy Financial Advisors's portfolio in Q2 2026, its #422 holding.
Legacy Financial Advisors first reported a position in Viatris in Q4 2017 and has held it in 11 quarters since.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.