NewEdge Wealth’s Viatris VTRS Stock Holding History

NewEdge Wealth’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	–	Sell	-13,839	Closed	-$172K	–	1287
2025 Q4	$172K	Buy	+13,839	New	+$149K	﹤0.01%	1160

Other funds holding VTRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Wealth's VTRS Position: Q1 2026 in Review

NewEdge Wealth sold out of Viatris (VTRS) in Q1 2026, closing a stake of 13,839 shares — an estimated $172K sold.

NewEdge Wealth first reported a position in VTRS in Q4 2025 and held it in 1 quarter. The position peaked at $172K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

NewEdge Wealth reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 13,839 Viatris shares in Q1 2026, an estimated $172K.
NewEdge Wealth first reported a position in Viatris in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Viatris position peaked at $172K in Q4 2025.
1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.