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Lodestone Wealth Management’s Viatris VTRS Stock Holding History

Lodestone Wealth Management’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 		$5.91K Buy
372
+2
+0.5% +$31 ﹤0.01% 581
2026
Q1 		$5K Buy
370
+1
+0.3% +$14 ﹤0.01% 587
2025
Q4 		$4.59K Buy
+369
New +$3.98K ﹤0.01% 598

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Lodestone Wealth Management's VTRS Position: Q2 2026 in Review

Lodestone Wealth Management increased its Viatris (VTRS) stake by 0.54% in Q2 2026, buying an estimated $31 and bringing the position to 372 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Lodestone Wealth Management first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Lodestone Wealth Management held 372 shares of Viatris worth $5.91K as of Q2 2026.
  • Lodestone Wealth Management bought 2 Viatris shares in Q2 2026, an estimated $31.
  • Viatris made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Lodestone Wealth Management first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.