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Prestige Wealth Management Group’s Viatris VTRS Stock Holding History

Prestige Wealth Management Group’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 		$12.6K Sell
791
-23
-3% -$356 ﹤0.01% 411
2026
Q1 		$11K Hold
814
– – ﹤0.01% 411
2025
Q4 		$10.1K Hold
814
– – ﹤0.01% 440
2025
Q3 		$8.06K Hold
814
– – ﹤0.01% 495
2025
Q2 		$7.27K Sell
814
-53
-6% -$448 ﹤0.01% 491
2025
Q1 		$7.55K Hold
867
– – ﹤0.01% 485
2024
Q4 		$10.8K Buy
867
+1
+0.1% +$12 ﹤0.01% 450
2024
Q3 		$10.1K Hold
866
– – ﹤0.01% 451
2024
Q2 		$9.21K Sell
866
-31
-3% -$343 ﹤0.01% 422
2024
Q1 		$10.7K Hold
897
– – ﹤0.01% 432
2023
Q4 		$9.72K Sell
897
-42
-4% -$402 ﹤0.01% 457
2023
Q3 		$9.26K Sell
939
-1
-0.1% -$10 ﹤0.01% 453
2023
Q2 		$9.38K Hold
940
– – ﹤0.01% 472
2023
Q1 		$9.04K Hold
940
– – ﹤0.01% 453
2022
Q4 		$10.5K Sell
940
-999
-52% -$10.4K ﹤0.01% 452
2022
Q3 		$16K Sell
1,939
-1,049
-35% -$10.3K ﹤0.01% 355
2022
Q2 		$31K Buy
2,988
+84
+3% +$921 0.01% 276
2022
Q1 		$32K Hold
2,904
– – 0.01% 282
2021
Q4 		$39K Sell
2,904
-28
-1% -$374 0.01% 289
2021
Q3 		$39K Buy
2,932
+1,942
+196% +$27.6K 0.01% 281
2021
Q2 		$14K Sell
990
-19
-2% -$275 ﹤0.01% 418
2021
Q1 		$14K Sell
1,009
-617
-38% -$10.1K ﹤0.01% 417
2020
Q4 		$30K Buy
+1,626
New +$26.5K 0.01% 301

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

Prestige Wealth Management Group's VTRS Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Viatris (VTRS) stake by 2.8% in Q2 2026, selling an estimated $356 and leaving 791 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Prestige Wealth Management Group first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $39K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Prestige Wealth Management Group held 791 shares of Viatris worth $12.6K as of Q2 2026.
  • Prestige Wealth Management Group sold 23 Viatris shares in Q2 2026, an estimated $356.
  • Viatris made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #411 holding.
  • Prestige Wealth Management Group first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Prestige Wealth Management Group's Viatris position peaked at $39K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.