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LVW Advisors’s Viatris VTRS Stock Holding History

LVW 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 		$217K Buy
+13,640
New +$211K 0.02% 428
2025
Q1 		– Sell
-15,486
Closed -$193K – 329
2024
Q4 		$193K Buy
15,486
+1,264
+9% +$15.5K 0.02% 305
2024
Q3 		$165K Buy
14,222
+750
+6% +$8.65K 0.02% 307
2024
Q2 		$143K Sell
13,472
-1,578
-10% -$17.4K 0.02% 289
2024
Q1 		$180K Buy
15,050
+61
+0.4% +$735 0.03% 282
2023
Q4 		$162K Buy
14,989
+2,649
+21% +$25.4K 0.03% 252
2023
Q3 		$122K Buy
12,340
+1,180
+11% +$12.3K 0.03% 218
2023
Q2 		$111K Buy
+11,160
New +$107K 0.02% 197
2021
Q4 		– Sell
-10,232
Closed -$139K – 257
2021
Q3 		$139K Sell
10,232
-561
-5% -$7.96K 0.02% 233
2021
Q2 		$154K Buy
10,793
+727
+7% +$10.5K 0.03% 219
2021
Q1 		$141K Buy
+10,066
New +$164K 0.03% 207

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVW Advisors's VTRS Position: Q2 2026 in Review

LVW Advisors opened a new position in Viatris (VTRS) in Q2 2026: 13,640 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #428 among its holdings. This is a return to the name: LVW Advisors previously reported a position in VTRS as recently as Q4 2024.

LVW Advisors first reported a position in VTRS in Q1 2021 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • LVW Advisors held 13,640 shares of Viatris worth $217K as of Q2 2026.
  • Viatris was a new LVW Advisors position in Q2 2026.
  • Viatris made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #428 holding.
  • LVW Advisors first reported a position in Viatris in Q1 2021 and has held it in 11 quarters since.
  • 181 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.