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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Medallion Wealth Advisors's VTRS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Viatris (VTRS) position steady in Q1 2026 at 598 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Medallion Wealth Advisors first reported a position in VTRS in Q4 2024 and has held it in 6 quarters since. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Medallion Wealth Advisors held 598 shares of Viatris worth $8.08K as of Q1 2026.
  • Medallion Wealth Advisors left its Viatris share count unchanged in Q1 2026.
  • Viatris made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #797 holding.
  • Medallion Wealth Advisors first reported a position in Viatris in Q4 2024 and has held it in 6 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.