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New England Capital Financial Advisors’s Viatris VTRS Stock Holding History

New England Capital Financial 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 		$13.2K Buy
830
+5
+0.6% +$77 ﹤0.01% 246
2026
Q1 		$11.1K Buy
825
+7
+0.9% +$98 ﹤0.01% 251
2025
Q4 		$10.2K Buy
818
+7
+0.9% +$76 ﹤0.01% 259
2025
Q3 		$8.03K Sell
811
-15
-2% -$146 ﹤0.01% 282
2025
Q2 		$7.38K Buy
826
+31
+4% +$262 ﹤0.01% 275
2025
Q1 		$6.92K Buy
795
+9
+1% +$94 ﹤0.01% 258
2024
Q4 		$9.78K Buy
786
+7
+0.9% +$86 ﹤0.01% 235
2024
Q3 		$9.05K Sell
779
-30
-4% -$346 ﹤0.01% 239
2024
Q2 		$8.6K Buy
809
+7
+0.9% +$77 ﹤0.01% 236
2024
Q1 		$9.57K Buy
802
+7
+0.9% +$84 0.01% 231
2023
Q4 		$8.61K Buy
795
+8
+1% +$77 0.01% 240
2023
Q3 		$7.76K Buy
787
+8
+1% +$83 0.01% 242
2023
Q2 		$7.77K Buy
779
+8
+1% +$76 0.01% 243
2023
Q1 		$7.42K Sell
771
-13
-2% -$144 0.01% 271
2022
Q4 		$9.09K Buy
+784
New +$8.19K 0.01% 256

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

New England Capital Financial Advisors's VTRS Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Viatris (VTRS) stake by 0.61% in Q2 2026, buying an estimated $77 and bringing the position to 830 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

New England Capital Financial Advisors first reported a position in VTRS in Q4 2022 and has held it in 15 quarters since. 379 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • New England Capital Financial Advisors held 830 shares of Viatris worth $13.2K as of Q2 2026.
  • New England Capital Financial Advisors bought 5 Viatris shares in Q2 2026, an estimated $77.
  • Viatris made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #246 holding.
  • New England Capital Financial Advisors first reported a position in Viatris in Q4 2022 and has held it in 15 quarters since.
  • 379 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.