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Power Wealth Management’s Viatris VTRS Stock Holding History

Power Wealth Management’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
Q1 		– Sell
-16,073
Closed -$200K – 102
2025
Q4 		$200K Hold
16,073
– – 0.07% 93
2025
Q3 		$159K Sell
16,073
-100,678
-86% -$980K 0.06% 88
2025
Q2 		$1.04M Sell
116,751
-36,606
-24% -$310K 0.4% 43
2025
Q1 		$1.34M Buy
153,357
+16,711
+12% +$175K 0.54% 38
2024
Q4 		$1.7M Buy
136,646
+1,854
+1% +$22.8K 0.71% 32
2024
Q3 		$1.56M Buy
134,792
+13,749
+11% +$159K 0.67% 33
2024
Q2 		$1.29M Buy
121,043
+65,898
+119% +$728K 0.61% 36
2024
Q1 		$658K Buy
55,145
+18,916
+52% +$228K 0.41% 55
2023
Q4 		$392K Buy
+36,229
New +$347K 0.27% 65

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Power Wealth Management's VTRS Position: Q1 2026 in Review

Power Wealth Management sold out of Viatris (VTRS) in Q1 2026, closing a stake of 16,073 shares — an estimated $200K sold.

Power Wealth Management first reported a position in VTRS in Q4 2023 and held it in 9 quarters. The position peaked at $1.7M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Power Wealth Management reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Power Wealth Management sold 16,073 Viatris shares in Q1 2026, an estimated $200K.
  • Power Wealth Management first reported a position in Viatris in Q4 2023 and held it in 9 quarters.
  • Power Wealth Management's Viatris position peaked at $1.7M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.