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Lloyd Advisory Services’s Viatris VTRS Stock Holding History

Lloyd Advisory Services’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
-10
Closed -$129 – 1009
2026
Q1 		$129 Buy
+10
New +$140 ﹤0.01% 800
2022
Q2 		– Sell
-72
Closed -$1K – 553
2022
Q1 		$1K Hold
72
– – ﹤0.01% 588
2021
Q4 		$1K Buy
72
+39
+118% +$521 ﹤0.01% 409
2021
Q3 		$0 Sell
33
-4
-11% -$57 ﹤0.01% 422
2021
Q2 		$1K Sell
37
-7
-16% -$101 ﹤0.01% 390
2021
Q1 		$1K Buy
44
+30
+214% +$489 ﹤0.01% 367
2020
Q4 		$0 Buy
+14
New +$228 ﹤0.01% 386

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

Lloyd Advisory Services's VTRS Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Viatris (VTRS) in Q2 2026, closing a stake of 10 shares — an estimated $129 sold.

Lloyd Advisory Services first reported a position in VTRS in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 10 Viatris shares in Q2 2026, an estimated $129.
  • Lloyd Advisory Services first reported a position in Viatris in Q4 2020 and held it in 7 quarters.
  • Lloyd Advisory Services's Viatris position peaked at $1K in Q1 2022.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.