NWM
VTRS icon

Navigoe Wealth Management’s Viatris VTRS Stock Holding History

Navigoe Wealth Management’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 		$1K Buy
+82
New +$1.27K ﹤0.01% 384
2025
Q1 		– Sell
-1
Closed – – 183
2024
Q4 		$0 Buy
+1
New +$12 ﹤0.01% 175

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

Navigoe Wealth Management's VTRS Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Viatris (VTRS) in Q2 2026: 82 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in VTRS as recently as Q4 2024.

Navigoe Wealth Management first reported a position in VTRS in Q4 2024 and has held it in 2 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Navigoe Wealth Management held 82 shares of Viatris worth $1K as of Q2 2026.
  • Viatris was a new Navigoe Wealth Management position in Q2 2026.
  • Viatris made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Navigoe Wealth Management first reported a position in Viatris in Q4 2024 and has held it in 2 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.