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Moneta Group Investment Advisors’s Viatris VTRS Stock Holding History

Moneta Group Investment 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 		$163K Buy
+10,282
New +$159K ﹤0.01% 846
2026
Q1 		– Sell
-14,305
Closed -$178K – 861
2025
Q4 		$178K Sell
14,305
-4,270
-23% -$46.1K ﹤0.01% 781
2025
Q3 		$184K Sell
18,575
-1,412
-7% -$13.7K ﹤0.01% 767
2025
Q2 		$178K Sell
19,987
-2,426
-11% -$20.5K ﹤0.01% 680
2025
Q1 		$195K Sell
22,413
-4,887
-18% -$51.3K ﹤0.01% 639
2024
Q4 		$340K Buy
27,300
+11,792
+76% +$145K ﹤0.01% 504
2024
Q3 		$180K Sell
15,508
-497
-3% -$5.73K ﹤0.01% 622
2024
Q2 		$170K Sell
16,005
-3,020
-16% -$33.4K ﹤0.01% 583
2024
Q1 		$227K Sell
19,025
-468
-2% -$5.64K ﹤0.01% 548
2023
Q4 		$211K Sell
19,493
-323
-2% -$3.09K ﹤0.01% 522
2023
Q3 		$195K Sell
19,816
-946
-5% -$9.85K ﹤0.01% 494
2023
Q2 		$207K Buy
20,762
+35
+0.2% +$334 ﹤0.01% 511
2023
Q1 		$199K Buy
20,727
+2,196
+12% +$24.4K ﹤0.01% 504
2022
Q4 		$225K Buy
18,531
+339
+2% +$3.54K 0.01% 417
2022
Q3 		$155K Sell
18,192
-51
-0.3% -$502 0.01% 411
2022
Q2 		$191K Buy
18,243
+688
+4% +$7.54K 0.01% 444
2022
Q1 		$191K Buy
17,555
+2,256
+15% +$29.7K 0.01% 429
2021
Q4 		$207K Sell
15,299
-494
-3% -$6.6K 0.01% 454
2021
Q3 		$214K Sell
15,793
-1,562
-9% -$22.2K 0.01% 423
2021
Q2 		$248K Buy
17,355
+1,464
+9% +$21.2K 0.01% 397
2021
Q1 		$222K Buy
15,891
+203
+1% +$3.31K 0.01% 388
2020
Q4 		$294K Buy
+15,688
New +$256K 0.02% 259
2018
Q2 		– Sell
-700
Closed -$29K – 634
2018
Q1 		$29K Buy
700
+695
+13,900% +$29.6K ﹤0.01% 364
2017
Q4 		$0 Buy
+5
New +$191 ﹤0.01% 554

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

Moneta Group Investment Advisors's VTRS Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Viatris (VTRS) in Q2 2026: 10,282 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in VTRS as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in VTRS in Q4 2017 and has held it in 24 quarters since. The position peaked at $340K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Moneta Group Investment Advisors held 10,282 shares of Viatris worth $163K as of Q2 2026.
  • Viatris was a new Moneta Group Investment Advisors position in Q2 2026.
  • Viatris made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #846 holding.
  • Moneta Group Investment Advisors first reported a position in Viatris in Q4 2017 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Viatris position peaked at $340K in Q4 2024.
  • 1,029 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.