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Montgomery Financial Services’s Viatris VTRS Stock Holding History

Montgomery Financial Services’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 		$1.65K Buy
+104
New +$1.61K ﹤0.01% 283

Other funds holding VTRS

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Montgomery Financial Services's VTRS Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Viatris (VTRS) in Q2 2026: 104 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings.

969 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Montgomery Financial Services held 104 shares of Viatris worth $1.65K as of Q2 2026.
  • Viatris was a new Montgomery Financial Services position in Q2 2026.
  • Viatris made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #283 holding.
  • 969 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.