Philip James Wealth Mangement’s Viatris VTRS Stock Holding History

Philip James Wealth Mangement’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	$3.87M	Sell	243,415 -17,313	-7%	-$268K	0.44%	49
2026 Q1	$3.52M	Sell	260,728 -8,931	-3%	-$125K	0.41%	50
2025 Q4	$3.36M	Sell	269,659 -18,707	-6%	-$202K	0.39%	53
2025 Q3	$2.85M	Sell	288,366 -99,369	-26%	-$967K	0.33%	60
2025 Q2	$3.46M	Sell	387,735 -234,587	-38%	-$1.98M	0.44%	49
2025 Q1	$5.42M	Sell	622,322 -27,768	-4%	-$292K	0.66%	37
2024 Q4	$8.09M	Sell	650,090 -11,980	-2%	-$147K	1.05%	22
2024 Q3	$7.69M	Buy	+662,070	New	+$7.64M	0.94%	23

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Philip James Wealth Mangement's VTRS Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Viatris (VTRS) stake by 6.6% in Q2 2026, selling an estimated $268K and leaving 243,415 shares worth $3.87M. The position accounts for 0.44% of the portfolio, ranked #49.

Philip James Wealth Mangement first reported a position in VTRS in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.09M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Philip James Wealth Mangement held 243,415 shares of Viatris worth $3.87M as of Q2 2026.
Philip James Wealth Mangement sold 17,313 Viatris shares in Q2 2026, an estimated $268K.
Viatris made up 0.44% of Philip James Wealth Mangement's portfolio in Q2 2026, its #49 holding.
Philip James Wealth Mangement first reported a position in Viatris in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Viatris position peaked at $8.09M in Q4 2024.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.