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Legacy Wealth Management (Idaho)’s Viatris VTRS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-42
Closed -$568 – 958
2026
Q1 		$568 Buy
+42
New +$588 ﹤0.01% 930

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s VTRS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Viatris (VTRS) in Q2 2026, closing a stake of 42 shares — an estimated $568 sold.

Legacy Wealth Management (Idaho) first reported a position in VTRS in Q1 2026 and held it in 1 quarter. The position peaked at $568 in Q1 2026. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 42 Viatris shares in Q2 2026, an estimated $568.
  • Legacy Wealth Management (Idaho) first reported a position in Viatris in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Viatris position peaked at $568 in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.