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Pension & Wealth Management Advisors’s Viatris VTRS Stock Holding History

Pension & Wealth Management 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 		$588 Hold
37
– – ﹤0.01% 523
2026
Q1 		$500 Hold
37
– – ﹤0.01% 492
2025
Q4 		$461 Hold
37
– – ﹤0.01% 503
2025
Q3 		$366 Buy
+37
New +$360 ﹤0.01% 520

Other funds holding VTRS

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pension & Wealth Management Advisors's VTRS Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Viatris (VTRS) position steady in Q2 2026 at 37 shares worth $588. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Pension & Wealth Management Advisors first reported a position in VTRS in Q3 2025 and has held it in 4 quarters since. 969 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Pension & Wealth Management Advisors held 37 shares of Viatris worth $588 as of Q2 2026.
  • Pension & Wealth Management Advisors left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #523 holding.
  • Pension & Wealth Management Advisors first reported a position in Viatris in Q3 2025 and has held it in 4 quarters since.
  • 969 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.