MFG
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Merit Financial Group’s Viatris VTRS Stock Holding History

Merit Financial 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
Q2 		$1.18M Buy
74,483
+11,172
+18% +$173K 0.01% 998
2026
Q1 		$855K Buy
63,311
+5,056
+9% +$70.8K 0.01% 1068
2025
Q4 		$725K Buy
58,255
+2,856
+5% +$30.8K 0.01% 1087
2025
Q3 		$548K Buy
55,399
+14,156
+34% +$138K 0.01% 1129
2025
Q2 		$368K Buy
41,243
+22,569
+121% +$191K ﹤0.01% 1237
2025
Q1 		$163K Buy
+18,674
New +$196K ﹤0.01% 1325

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

Merit Financial Group's VTRS Position: Q2 2026 in Review

Merit Financial Group increased its Viatris (VTRS) stake by 18% in Q2 2026, buying an estimated $173K and bringing the position to 74,483 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #998.

Merit Financial Group first reported a position in VTRS in Q1 2025 and has held it in 6 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Merit Financial Group held 74,483 shares of Viatris worth $1.18M as of Q2 2026.
  • Merit Financial Group bought 11,172 Viatris shares in Q2 2026, an estimated $173K.
  • Viatris made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #998 holding.
  • Merit Financial Group first reported a position in Viatris in Q1 2025 and has held it in 6 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.