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One Wealth Advisors’s Viatris VTRS Stock Holding History

One Wealth 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 		$348K Buy
+21,916
New +$340K 0.04% 238
2025
Q1 		– Sell
-17,163
Closed -$214K – 308
2024
Q4 		$214K Sell
17,163
-35,362
-67% -$435K 0.03% 231
2024
Q3 		$610K Sell
52,525
-3,550
-6% -$41K 0.09% 114
2024
Q2 		$661K Sell
56,075
-15,992
-22% -$177K 0.14% 81
2024
Q1 		$860K Buy
72,067
+10,462
+17% +$126K 0.15% 83
2023
Q4 		$667K Sell
61,605
-1,315
-2% -$12.6K 0.13% 85
2023
Q3 		$620K Buy
62,920
+10,201
+19% +$106K 0.14% 85
2023
Q2 		$526K Buy
52,719
+18,420
+54% +$176K 0.11% 99
2023
Q1 		$330K Buy
34,299
+1,290
+4% +$14.3K 0.08% 137
2022
Q4 		$367K Buy
33,009
+21,692
+192% +$227K 0.08% 119
2022
Q3 		$96K Buy
+11,317
New +$111K 0.03% 174

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

One Wealth Advisors's VTRS Position: Q2 2026 in Review

One Wealth Advisors opened a new position in Viatris (VTRS) in Q2 2026: 21,916 shares worth $348K. The stake represents 0.04% of the portfolio and ranks #238 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in VTRS as recently as Q4 2024.

One Wealth Advisors first reported a position in VTRS in Q3 2022 and has held it in 11 quarters since. The position peaked at $860K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • One Wealth Advisors held 21,916 shares of Viatris worth $348K as of Q2 2026.
  • Viatris was a new One Wealth Advisors position in Q2 2026.
  • Viatris made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #238 holding.
  • One Wealth Advisors first reported a position in Viatris in Q3 2022 and has held it in 11 quarters since.
  • One Wealth Advisors's Viatris position peaked at $860K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.