Portus Wealth Advisors’s Viatris VTRS Stock Holding History

Portus Wealth 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	–	Sell	-35	Closed	-$473	–	522
2026 Q1	$473	Buy	+35	New	+$490	﹤0.01%	479

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

Portus Wealth Advisors's VTRS Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Viatris (VTRS) in Q2 2026, closing a stake of 35 shares — an estimated $473 sold.

Portus Wealth Advisors first reported a position in VTRS in Q1 2026 and held it in 1 quarter. The position peaked at $473 in Q1 2026. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Portus Wealth Advisors reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 35 Viatris shares in Q2 2026, an estimated $473.
Portus Wealth Advisors first reported a position in Viatris in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Viatris position peaked at $473 in Q1 2026.
1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.