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Private Wealth Asset Management’s Viatris VTRS Stock Holding History

Private Wealth Asset 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
Q2 		$14.5K Hold
912
– – ﹤0.01% 635
2026
Q1 		$12.3K Sell
912
-17
-2% -$238 ﹤0.01% 660
2025
Q4 		$11.6K Hold
929
– – ﹤0.01% 645
2025
Q3 		$9.2K Sell
929
-173
-16% -$1.68K ﹤0.01% 661
2025
Q2 		$9.84K Sell
1,102
-70
-6% -$592 ﹤0.01% 664
2025
Q1 		$10.2K Buy
+1,172
New +$12.3K ﹤0.01% 623

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

Private Wealth Asset Management's VTRS Position: Q2 2026 in Review

Private Wealth Asset Management held its Viatris (VTRS) position steady in Q2 2026 at 912 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Private Wealth Asset Management first reported a position in VTRS in Q1 2025 and has held it in 6 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Private Wealth Asset Management held 912 shares of Viatris worth $14.5K as of Q2 2026.
  • Private Wealth Asset Management left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #635 holding.
  • Private Wealth Asset Management first reported a position in Viatris in Q1 2025 and has held it in 6 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.