PlanVest Financial’s Viatris VTRS Stock Holding History

PlanVest Financial’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	$23.5K	Buy	1,478 +1	+0.1%	+$15	0.02%	318
2026 Q1	$20K	Buy	+1,477	New	+$20.7K	0.02%	318

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

PlanVest Financial's VTRS Position: Q2 2026 in Review

PlanVest Financial increased its Viatris (VTRS) stake by 0.07% in Q2 2026, buying an estimated $15 and bringing the position to 1,478 shares worth $23.5K. The position accounts for 0.02% of the portfolio, ranked #318.

PlanVest Financial first reported a position in VTRS in Q1 2026 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

PlanVest Financial held 1,478 shares of Viatris worth $23.5K as of Q2 2026.
PlanVest Financial bought 1 Viatris share in Q2 2026, an estimated $15.
Viatris made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #318 holding.
PlanVest Financial first reported a position in Viatris in Q1 2026 and has held it in 2 quarters since.
1,004 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.