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Lifeworks Advisors’s Viatris VTRS Stock Holding History

Lifeworks 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 		$1.2M Sell
75,805
-149,401
-66% -$2.32M 0.13% 127
2026
Q1 		$3.04M Sell
225,206
-453,540
-67% -$6.35M 0.39% 75
2025
Q4 		$8.45M Buy
678,746
+83,811
+14% +$904K 1.09% 16
2025
Q3 		$5.89M Buy
594,935
+99,668
+20% +$970K 0.78% 34
2025
Q2 		$4.42M Buy
495,267
+139,581
+39% +$1.18M 0.66% 47
2025
Q1 		$3.1M Buy
355,686
+89,634
+34% +$941K 0.51% 53
2024
Q4 		$3.31M Buy
+266,052
New +$3.27M 0.6% 55

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

Lifeworks Advisors's VTRS Position: Q2 2026 in Review

Lifeworks Advisors reduced its Viatris (VTRS) stake by 66% in Q2 2026, selling an estimated $2.32M and leaving 75,805 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #127.

Lifeworks Advisors first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.45M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Lifeworks Advisors held 75,805 shares of Viatris worth $1.2M as of Q2 2026.
  • Lifeworks Advisors sold 149,401 Viatris shares in Q2 2026, an estimated $2.32M.
  • Viatris made up 0.13% of Lifeworks Advisors's portfolio in Q2 2026, its #127 holding.
  • Lifeworks Advisors first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's Viatris position peaked at $8.45M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.