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Medallion Wealth Advisors’s Viatris VTRS Stock Holding History

Medallion Wealth 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 		$9.13K Sell
575
-23
-4% -$356 ﹤0.01% 764
2026
Q1 		$8.08K Hold
598
– – ﹤0.01% 797
2025
Q4 		$7.45K Buy
598
+37
+7% +$399 ﹤0.01% 793
2025
Q3 		$5.55K Hold
561
– – ﹤0.01% 843
2025
Q2 		$5.07K Hold
561
– – ﹤0.01% 834
2025
Q1 		$4.86K Buy
561
+95
+20% +$997 ﹤0.01% 791
2024
Q4 		$4.62K Buy
+466
New +$5.73K ﹤0.01% 758

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

Medallion Wealth Advisors's VTRS Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Viatris (VTRS) stake by 3.8% in Q2 2026, selling an estimated $356 and leaving 575 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Medallion Wealth Advisors first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Medallion Wealth Advisors held 575 shares of Viatris worth $9.13K as of Q2 2026.
  • Medallion Wealth Advisors sold 23 Viatris shares in Q2 2026, an estimated $356.
  • Viatris made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #764 holding.
  • Medallion Wealth Advisors first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.