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Principia Wealth Advisory’s Viatris VTRS Stock Holding History

Principia Wealth Advisory’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 		$3.95K Buy
249
+26
+12% +$403 ﹤0.01% 413
2026
Q1 		$3.01K Buy
223
+32
+17% +$448 ﹤0.01% 408
2025
Q4 		$2.38K Buy
191
+7
+4% +$76 ﹤0.01% 419
2025
Q3 		$1.82K Buy
184
+46
+33% +$448 ﹤0.01% 457
2025
Q2 		$1.23K Buy
138
+82
+146% +$693 ﹤0.01% 508
2025
Q1 		$436 Buy
56
+15
+37% +$157 ﹤0.01% 607
2024
Q4 		$510 Buy
+41
New +$504 ﹤0.01% 541

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

Principia Wealth Advisory's VTRS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Viatris (VTRS) stake by 12% in Q2 2026, buying an estimated $403 and bringing the position to 249 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Principia Wealth Advisory first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Principia Wealth Advisory held 249 shares of Viatris worth $3.95K as of Q2 2026.
  • Principia Wealth Advisory bought 26 Viatris shares in Q2 2026, an estimated $403.
  • Viatris made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #413 holding.
  • Principia Wealth Advisory first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.