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Mount Yale Investment Advisors’s Viatris VTRS Stock Holding History

Mount Yale 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
Q1 		$528K Buy
39,055
+5,128
+15% +$71.8K 0.01% 700
2025
Q4 		$422K Buy
33,927
+657
+2% +$7.09K 0.02% 500
2025
Q3 		$329K Buy
33,270
+32,757
+6,385% +$319K 0.02% 504
2025
Q2 		$4.58K Buy
+513
New +$4.34K ﹤0.01% 1240

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's VTRS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Viatris (VTRS) stake by 15% in Q1 2026, buying an estimated $71.8K and bringing the position to 39,055 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #700.

Mount Yale Investment Advisors first reported a position in VTRS in Q2 2025 and has held it in 4 quarters since. 1,023 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Mount Yale Investment Advisors held 39,055 shares of Viatris worth $528K as of Q1 2026.
  • Mount Yale Investment Advisors bought 5,128 Viatris shares in Q1 2026, an estimated $71.8K.
  • Viatris made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #700 holding.
  • Mount Yale Investment Advisors first reported a position in Viatris in Q2 2025 and has held it in 4 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.