Morton Brown Family Wealth’s Viatris VTRS Stock Holding History

Morton Brown Family Wealth’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	$191	Sell	12 -12	-50%	-$186	﹤0.01%	409
2026 Q1	$324	Buy	24 +12	+100%	+$168	﹤0.01%	281
2025 Q4	$149	Hold	12	–	–	﹤0.01%	289
2025 Q3	$119	Hold	12	–	–	﹤0.01%	260
2025 Q2	$107	Hold	12	–	–	﹤0.01%	306
2025 Q1	$105	Hold	12	–	–	﹤0.01%	310
2024 Q4	$149	Hold	12	–	–	﹤0.01%	274
2024 Q3	$139	Hold	12	–	–	﹤0.01%	266
2024 Q2	$141	Buy	+12	New	+$133	﹤0.01%	216
2024 Q1	–	Sell	-43	Closed	-$466	–	297
2023 Q4	$466	Buy	+43	New	+$412	﹤0.01%	269
2022 Q4	–	Sell	-119	Closed	-$1.24K	–	223
2022 Q3	$1K	Sell	119 -257	-68%	-$2.53K	﹤0.01%	200
2022 Q2	$4K	Buy	376 +97	+35%	+$1.06K	﹤0.01%	173
2022 Q1	$3K	Sell	279 -43	-13%	-$567	﹤0.01%	124
2021 Q4	$4K	Buy	+322	New	+$4.3K	﹤0.01%	144

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morton Brown Family Wealth's VTRS Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Viatris (VTRS) stake by 50% in Q2 2026, selling an estimated $186 and leaving 12 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Morton Brown Family Wealth first reported a position in VTRS in Q4 2021 and has held it in 14 quarters since. The position peaked at $4K in Q2 2022. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Morton Brown Family Wealth held 12 shares of Viatris worth $191 as of Q2 2026.
Morton Brown Family Wealth sold 12 Viatris shares in Q2 2026, an estimated $186.
Viatris made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #409 holding.
Morton Brown Family Wealth first reported a position in Viatris in Q4 2021 and has held it in 14 quarters since.
Morton Brown Family Wealth's Viatris position peaked at $4K in Q2 2022.
1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.