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MASECO Private Wealth’s Viatris VTRS Stock Holding History

MASECO Private Wealth’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
-20
Closed -$273 – 395
2026
Q1 		$273 Hold
20
– – ﹤0.01% 376
2025
Q4 		$252 Hold
20
– – ﹤0.01% 531
2025
Q3 		$200 Hold
20
– – ﹤0.01% 261
2025
Q2 		$179 Buy
+20
New +$169 ﹤0.01% 505

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

MASECO Private Wealth's VTRS Position: Q2 2026 in Review

MASECO Private Wealth sold out of Viatris (VTRS) in Q2 2026, closing a stake of 20 shares — an estimated $273 sold.

MASECO Private Wealth first reported a position in VTRS in Q2 2025 and held it in 4 quarters. The position peaked at $273 in Q1 2026. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • MASECO Private Wealth reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 20 Viatris shares in Q2 2026, an estimated $273.
  • MASECO Private Wealth first reported a position in Viatris in Q2 2025 and held it in 4 quarters.
  • MASECO Private Wealth's Viatris position peaked at $273 in Q1 2026.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.