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VTRS icon

NewEdge Advisors’s Viatris VTRS Stock Holding History

NewEdge 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 		$635K Sell
39,976
-144,962
-78% -$2.25M ﹤0.01% 1985
2026
Q1 		$2.5M Buy
184,938
+86,959
+89% +$1.22M 0.01% 987
2025
Q4 		$1.22M Buy
97,979
+20,368
+26% +$220K ﹤0.01% 1358
2025
Q3 		$768K Sell
77,611
-901
-1% -$8.77K ﹤0.01% 1563
2025
Q2 		$701K Buy
78,512
+52,459
+201% +$444K ﹤0.01% 1493
2025
Q1 		$227K Sell
26,053
-4,863
-16% -$51.1K ﹤0.01% 2040
2024
Q4 		$385K Buy
30,916
+4,338
+16% +$53.3K ﹤0.01% 1722
2024
Q3 		$309K Buy
26,578
+10,855
+69% +$125K ﹤0.01% 1784
2024
Q2 		$167K Sell
15,723
-5,469
-26% -$60.4K ﹤0.01% 1973
2024
Q1 		$253K Sell
21,192
-1,589
-7% -$19.1K ﹤0.01% 1720
2023
Q4 		$247K Buy
22,781
+583
+3% +$5.58K ﹤0.01% 1628
2023
Q3 		$219K Sell
22,198
-396
-2% -$4.12K ﹤0.01% 1596
2023
Q2 		$225K Sell
22,594
-70
-0.3% -$669 ﹤0.01% 1584
2023
Q1 		$209K Buy
22,664
+5,481
+32% +$60.8K ﹤0.01% 1527
2022
Q4 		$88.6K Buy
+17,183
New +$180K ﹤0.01% 1484
2022
Q3 		– Sell
-20,289
Closed -$213K – 1670
2022
Q2 		$213K Buy
20,289
+228
+1% +$2.5K ﹤0.01% 1370
2022
Q1 		$219K Buy
20,061
+611
+3% +$8.05K ﹤0.01% 1011
2021
Q4 		$263K Buy
+19,450
New +$260K ﹤0.01% 1394
2021
Q3 		– Sell
-14,417
Closed -$206K – 1232
2021
Q2 		$206K Buy
14,417
+774
+6% +$11.2K 0.01% 1040
2021
Q1 		$191K Sell
13,643
-3,526
-21% -$57.5K 0.01% 953
2020
Q4 		$322K Sell
17,169
-251
-1% -$4.09K 0.01% 736
2020
Q3 		$258K Hold
17,420
– – 0.01% 762
2020
Q2 		$280K Buy
17,420
+643
+4% +$10.4K 0.01% 692
2020
Q1 		$250K Buy
+16,777
New +$321K 0.01% 648
2017
Q3 		– Sell
-300
Closed -$11.3K – 1114
2017
Q2 		$11.3K Buy
+300
New +$11.5K ﹤0.01% 916

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 $3.37T AUM 44.26% 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

NewEdge Advisors's VTRS Position: Q2 2026 in Review

NewEdge Advisors reduced its Viatris (VTRS) stake by 78% in Q2 2026, selling an estimated $2.25M and leaving 39,976 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

NewEdge Advisors first reported a position in VTRS in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.5M in Q1 2026. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • NewEdge Advisors held 39,976 shares of Viatris worth $635K as of Q2 2026.
  • NewEdge Advisors sold 144,962 Viatris shares in Q2 2026, an estimated $2.25M.
  • Viatris made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1985 holding.
  • NewEdge Advisors first reported a position in Viatris in Q2 2017 and has held it in 25 quarters since.
  • NewEdge Advisors's Viatris position peaked at $2.5M in Q1 2026.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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