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Personal CFO Solutions’s Viatris VTRS Stock Holding History

Personal CFO Solutions’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 		$177K Sell
11,151
-2,503
-18% -$38.8K 0.03% 528
2026
Q1 		$184K Sell
13,654
-1,596
-10% -$22.3K 0.03% 516
2025
Q4 		$190K Sell
15,250
-1,086
-7% -$11.7K 0.03% 501
2025
Q3 		$162K Buy
16,336
+3,329
+26% +$32.4K 0.03% 491
2025
Q2 		$116K Buy
13,007
+1,176
+10% +$9.94K 0.02% 480
2025
Q1 		$103K Sell
11,831
-100
-0.8% -$1.05K 0.02% 446
2024
Q4 		$149K Sell
11,931
-2,319
-16% -$28.5K 0.03% 452
2024
Q3 		$165K Buy
14,250
+870
+7% +$10K 0.02% 548
2024
Q2 		$142K Buy
+13,380
New +$148K 0.02% 523

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

Personal CFO Solutions's VTRS Position: Q2 2026 in Review

Personal CFO Solutions reduced its Viatris (VTRS) stake by 18% in Q2 2026, selling an estimated $38.8K and leaving 11,151 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #528.

Personal CFO Solutions first reported a position in VTRS in Q2 2024 and has held it in 9 quarters since. The position peaked at $190K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Personal CFO Solutions held 11,151 shares of Viatris worth $177K as of Q2 2026.
  • Personal CFO Solutions sold 2,503 Viatris shares in Q2 2026, an estimated $38.8K.
  • Viatris made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #528 holding.
  • Personal CFO Solutions first reported a position in Viatris in Q2 2024 and has held it in 9 quarters since.
  • Personal CFO Solutions's Viatris position peaked at $190K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.