Measured Wealth Private Client Group’s Viatris VTRS Stock Holding History

Measured Wealth Private Client Group’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 Q3	$9.44K	Hold	533	–	–	﹤0.01%	569
2026 Q2	$8.46K	Hold	533	–	–	﹤0.01%	588
2026 Q1	$7.2K	Hold	533	–	–	﹤0.01%	589
2025 Q4	$6.64K	Sell	533 -2,048	-79%	-$22.1K	﹤0.01%	588
2025 Q3	$25.6K	Sell	2,581 -8,142	-76%	-$79.3K	0.01%	424
2025 Q2	$95.8K	Sell	10,723 -25,558	-70%	-$216K	0.03%	179
2025 Q1	$316K	Sell	36,281 -37,084	-51%	-$389K	0.1%	128
2024 Q4	$913K	Buy	73,365 +6	+0%	+$74	0.3%	45
2024 Q3	$852K	Sell	73,359 -319	-0.4%	-$3.68K	0.28%	52
2024 Q2	$783K	Buy	73,678 +16,298	+28%	+$180K	0.28%	55
2024 Q1	$685K	Buy	57,380 +1,866	+3%	+$22.5K	0.24%	69
2023 Q4	$601K	Buy	+55,514	New	+$532K	0.22%	76
2023 Q2	–	Sell	-31,243	Closed	-$301K	–	197
2023 Q1	$301K	Buy	31,243 +8,394	+37%	+$93.1K	0.12%	131
2022 Q4	$254K	Buy	+22,849	New	+$239K	0.1%	137
2018 Q4	–	Sell	-500	Closed	-$18K	–	696
2018 Q3	$18K	Buy	+500	New	+$18.8K	0.01%	539

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Measured Wealth Private Client Group's VTRS Position: Q3 2026 in Review

Measured Wealth Private Client Group held its Viatris (VTRS) position steady in Q3 2026 at 533 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Measured Wealth Private Client Group first reported a position in VTRS in Q3 2018 and has held it in 15 quarters since. The position peaked at $913K in Q4 2024. 864 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

Measured Wealth Private Client Group held 533 shares of Viatris worth $9.44K as of Q3 2026.
Measured Wealth Private Client Group left its Viatris share count unchanged in Q3 2026.
Viatris made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #569 holding.
Measured Wealth Private Client Group first reported a position in Viatris in Q3 2018 and has held it in 15 quarters since.
Measured Wealth Private Client Group's Viatris position peaked at $913K in Q4 2024.
864 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.