PWMG
VTRS icon

Private Wealth Management Group’s Viatris VTRS Stock Holding History

Private 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 		$16.6K Buy
1,045
+19
+2% +$294 ﹤0.01% 436
2026
Q1 		$13.9K Hold
1,026
– – ﹤0.01% 432
2025
Q4 		$12.8K Buy
1,026
+57
+6% +$615 ﹤0.01% 438
2025
Q3 		$9.59K Hold
969
– – ﹤0.01% 522
2025
Q2 		$8.65K Buy
969
+757
+357% +$6.4K ﹤0.01% 538
2025
Q1 		$1.85K Sell
212
-356
-63% -$3.74K ﹤0.01% 1081
2024
Q4 		$7.07K Buy
568
+16
+3% +$197 ﹤0.01% 606
2024
Q3 		$6.41K Hold
552
– – ﹤0.01% 628
2024
Q2 		$5.87K Buy
552
+95
+21% +$1.05K ﹤0.01% 646
2024
Q1 		$5.46K Hold
457
– – ﹤0.01% 599
2023
Q4 		$4.95K Buy
+457
New +$4.38K ﹤0.01% 633

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 Management Group's VTRS Position: Q2 2026 in Review

Private Wealth Management Group increased its Viatris (VTRS) stake by 1.9% in Q2 2026, buying an estimated $294 and bringing the position to 1,045 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Private Wealth Management Group first reported a position in VTRS in Q4 2023 and has held it in 11 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Private Wealth Management Group held 1,045 shares of Viatris worth $16.6K as of Q2 2026.
  • Private Wealth Management Group bought 19 Viatris shares in Q2 2026, an estimated $294.
  • Viatris made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #436 holding.
  • Private Wealth Management Group first reported a position in Viatris in Q4 2023 and has held it in 11 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.