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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
Q2 		$640K Buy
40,285
+1,230
+3% +$19.1K 0.01% 708
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

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's VTRS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Viatris (VTRS) stake by 3.1% in Q2 2026, buying an estimated $19.1K and bringing the position to 40,285 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #708.

Mount Yale Investment Advisors first reported a position in VTRS in Q2 2025 and has held it in 5 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Mount Yale Investment Advisors held 40,285 shares of Viatris worth $640K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,230 Viatris shares in Q2 2026, an estimated $19.1K.
  • Viatris made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #708 holding.
  • Mount Yale Investment Advisors first reported a position in Viatris in Q2 2025 and has held it in 5 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.