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Mascoma Wealth Management’s Viatris VTRS Stock Holding History

Mascoma 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 		$1.94K Sell
122
-68
-36% -$1.05K ﹤0.01% 456
2026
Q1 		$2.57K Hold
190
– – ﹤0.01% 406
2025
Q4 		$2.37K Sell
190
-27
-12% -$291 ﹤0.01% 408
2025
Q3 		$2.15K Buy
217
+31
+17% +$302 ﹤0.01% 421
2025
Q2 		$1.67K Hold
186
– – ﹤0.01% 443
2025
Q1 		$1.62K Hold
186
– – ﹤0.01% 461
2024
Q4 		$2.32K Hold
186
– – ﹤0.01% 465
2024
Q3 		$2.16K Hold
186
– – ﹤0.01% 426
2024
Q2 		$1.98K Buy
186
+33
+22% +$365 ﹤0.01% 463
2024
Q1 		$1.83K Sell
153
-49
-24% -$590 ﹤0.01% 428
2023
Q4 		$2.19K Sell
202
-103
-34% -$986 ﹤0.01% 439
2023
Q3 		$3.01K Sell
305
-40
-12% -$417 ﹤0.01% 441
2023
Q2 		$3.85K Sell
345
-268
-44% -$2.56K ﹤0.01% 414
2023
Q1 		$5.72K Sell
613
-61
-9% -$677 ﹤0.01% 466
2022
Q4 		$7.5K Sell
674
-80
-11% -$836 ﹤0.01% 442
2022
Q3 		$6K Sell
754
-22
-3% -$217 ﹤0.01% 464
2022
Q2 		$8K Sell
776
-55
-7% -$603 ﹤0.01% 455
2022
Q1 		$9K Sell
831
-66
-7% -$870 ﹤0.01% 460
2021
Q4 		$12K Sell
897
-751
-46% -$10K ﹤0.01% 386
2021
Q3 		$22K Buy
+1,648
New +$23.4K 0.01% 287
2021
Q2 		– Sell
-3,450
Closed -$48K – 423
2021
Q1 		$48K Buy
+3,450
New +$56.2K 0.02% 209
2019
Q3 		– Sell
-1,641
Closed -$31K – 332
2019
Q2 		$31K Hold
1,641
– – 0.02% 196
2019
Q1 		$47K Buy
+1,641
New +$47.9K 0.03% 157

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

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

Mascoma Wealth Management reduced its Viatris (VTRS) stake by 36% in Q2 2026, selling an estimated $1.05K and leaving 122 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Mascoma Wealth Management first reported a position in VTRS in Q1 2019 and has held it in 23 quarters since. The position peaked at $48K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Mascoma Wealth Management held 122 shares of Viatris worth $1.94K as of Q2 2026.
  • Mascoma Wealth Management sold 68 Viatris shares in Q2 2026, an estimated $1.05K.
  • Viatris made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Mascoma Wealth Management first reported a position in Viatris in Q1 2019 and has held it in 23 quarters since.
  • Mascoma Wealth Management's Viatris position peaked at $48K in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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