PWPS
VTRS icon

Pinnacle Wealth Planning Services’s Viatris VTRS Stock Holding History

Pinnacle Wealth Planning Services’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 		$38.7K Buy
2,438
+50
+2% +$775 ﹤0.01% 1450
2026
Q1 		$32.3K Buy
2,388
+482
+25% +$6.75K ﹤0.01% 1450
2025
Q4 		$23.7K Buy
+1,906
New +$20.6K ﹤0.01% 1640
2023
Q4 		– Sell
-11,526
Closed -$114K – 518
2023
Q3 		$114K Hold
11,526
– – 0.02% 408
2023
Q2 		$115K Buy
+11,526
New +$110K 0.02% 421
2021
Q1 		– Sell
-3,643
Closed -$68K – 1914
2020
Q4 		$68K Buy
+3,643
New +$59.4K 0.02% 649

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

Pinnacle Wealth Planning Services's VTRS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Viatris (VTRS) stake by 2.1% in Q2 2026, buying an estimated $775 and bringing the position to 2,438 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Pinnacle Wealth Planning Services first reported a position in VTRS in Q4 2020 and has held it in 6 quarters since. The position peaked at $115K in Q2 2023. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,438 shares of Viatris worth $38.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 50 Viatris shares in Q2 2026, an estimated $775.
  • Viatris made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1450 holding.
  • Pinnacle Wealth Planning Services first reported a position in Viatris in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Viatris position peaked at $115K in Q2 2023.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.