Loring Wolcott & Coolidge Fiduciary Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.3K | Hold |
2,540
| – | – | ﹤0.01% | 453 |
|
|
2026
Q1 | $34.2K | Sell |
2,540
-52
| -2% | -$728 | ﹤0.01% | 449 |
|
|
2025
Q4 | $34K | Sell |
2,592
-241
| -9% | -$2.6K | ﹤0.01% | 443 |
|
|
2025
Q3 | $29.2K | Sell |
2,833
-716
| -20% | -$6.97K | ﹤0.01% | 460 |
|
|
2025
Q2 | $31.7K | Hold |
3,549
| – | – | ﹤0.01% | 421 |
|
|
2025
Q1 | $27.7K | Hold |
3,549
| – | – | ﹤0.01% | 424 |
|
|
2024
Q4 | $40.5K | Hold |
3,549
| – | – | ﹤0.01% | 413 |
|
|
2024
Q3 | $40.7K | Sell |
3,549
-91
| -3% | -$1.05K | ﹤0.01% | 408 |
|
|
2024
Q2 | $41.4K | Sell |
3,640
-603
| -14% | -$6.66K | ﹤0.01% | 410 |
|
|
2024
Q1 | $47.7K | Hold |
4,243
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $49.9K | Hold |
4,243
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $37.9K | Hold |
4,243
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $42.3K | Sell |
4,243
-192
| -4% | -$1.83K | ﹤0.01% | 444 |
|
|
2023
Q1 | $42.7K | Sell |
4,435
-232
| -5% | -$2.57K | ﹤0.01% | 428 |
|
|
2022
Q4 | $51.9K | Sell |
4,667
-261
| -5% | -$2.73K | ﹤0.01% | 399 |
|
|
2022
Q3 | $42K | Sell |
4,928
-31
| -0.6% | -$305 | ﹤0.01% | 433 |
|
|
2022
Q2 | $52K | Sell |
4,959
-7,051
| -59% | -$77.3K | ﹤0.01% | 422 |
|
|
2022
Q1 | $131K | Buy |
12,010
+6,830
| +132% | +$90K | ﹤0.01% | 349 |
|
|
2021
Q4 | $70K | Sell |
5,180
-202
| -4% | -$2.7K | ﹤0.01% | 428 |
|
|
2021
Q3 | $73K | Sell |
5,382
-100
| -2% | -$1.42K | ﹤0.01% | 421 |
|
|
2021
Q2 | $78K | Buy |
+5,482
| New | +$79.3K | ﹤0.01% | 430 |
|
|
2021
Q1 | – | Sell |
-7,664
| Closed | -$144K | – | 700 |
|
|
2020
Q4 | $144K | Buy |
+7,664
| New | +$125K | ﹤0.01% | 308 |
|
|
2016
Q3 | – | Sell |
-590
| Closed | -$26K | – | 643 |
|
|
2016
Q2 | $26K | Hold |
590
| – | – | ﹤0.01% | 461 |
|
|
2016
Q1 | $27K | Sell |
590
-685
| -54% | -$33.1K | ﹤0.01% | 460 |
|
|
2015
Q4 | $69K | Sell |
1,275
-550
| -30% | -$26.4K | ﹤0.01% | 378 |
|
|
2015
Q3 | $124K | Hold |
1,825
| – | – | ﹤0.01% | 333 |
|
|
2015
Q2 | $124K | Hold |
1,825
| – | – | ﹤0.01% | 333 |
|
|
2015
Q1 | $108K | Hold |
1,825
| – | – | ﹤0.01% | 357 |
|
|
2014
Q4 | $103K | Hold |
1,825
| – | – | ﹤0.01% | 356 |
|
|
2014
Q3 | $83K | Hold |
1,825
| – | – | ﹤0.01% | 363 |
|
|
2014
Q2 | $94K | Hold |
1,825
| – | – | ﹤0.01% | 365 |
|
|
2014
Q1 | $89K | Sell |
1,825
-400
| -18% | -$19.4K | ﹤0.01% | 357 |
|
|
2013
Q4 | $97K | Sell |
2,225
-375
| -14% | -$15.4K | ﹤0.01% | 333 |
|
|
2013
Q3 | $99K | Hold |
2,600
| – | – | ﹤0.01% | 312 |
|
|
2013
Q2 | $81K | Buy |
+2,600
| New | +$77.7K | ﹤0.01% | 343 |
|
Other funds holding VTRS
FLPIM
Loring Wolcott & Coolidge Fiduciary Advisors's VTRS Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its Viatris (VTRS) position steady in Q2 2026 at 2,540 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #453.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VTRS in Q2 2013 and has held it in 35 quarters since. The position peaked at $144K in Q4 2020. 562 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 2,540 shares of Viatris worth $40.3K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its Viatris share count unchanged in Q2 2026.
- Viatris made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #453 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Viatris in Q2 2013 and has held it in 35 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Viatris position peaked at $144K in Q4 2020.
- 562 funds tracked by Wall St. Rank held Viatris as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.