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LifeSteps Financial’s Viatris VTRS Stock Holding History

LifeSteps Financial’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 		$7.72K Buy
+486
New +$7.53K ﹤0.01% 461
2024
Q2 		– Sell
-486
Closed -$5.8K – 411
2024
Q1 		$5.8K Buy
+486
New +$5.85K ﹤0.01% 332

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LifeSteps Financial's VTRS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Viatris (VTRS) in Q2 2026: 486 shares worth $7.72K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VTRS as recently as Q1 2024.

LifeSteps Financial first reported a position in VTRS in Q1 2024 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • LifeSteps Financial held 486 shares of Viatris worth $7.72K as of Q2 2026.
  • Viatris was a new LifeSteps Financial position in Q2 2026.
  • Viatris made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #461 holding.
  • LifeSteps Financial first reported a position in Viatris in Q1 2024 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.