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QTR Family Wealth’s Viatris VTRS Stock Holding History

QTR Family Wealth’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 		$248K Buy
15,615
+51
+0.3% +$790 0.09% 261
2026
Q1 		$217K Sell
15,564
-23
-0.1% -$322 0.09% 261
2025
Q4 		$249K Buy
15,587
+20
+0.1% +$216 0.11% 218
2025
Q3 		$154K Buy
15,567
+1,793
+13% +$17.5K 0.07% 251
2025
Q2 		$123K Buy
13,774
+1,451
+12% +$12.3K 0.08% 181
2025
Q1 		$107K Buy
+12,323
New +$129K 0.08% 160

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 $3.38T AUM 44.17% 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

QTR Family Wealth's VTRS Position: Q2 2026 in Review

QTR Family Wealth increased its Viatris (VTRS) stake by 0.33% in Q2 2026, buying an estimated $790 and bringing the position to 15,615 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #261.

QTR Family Wealth first reported a position in VTRS in Q1 2025 and has held it in 6 quarters since. The position peaked at $249K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • QTR Family Wealth held 15,615 shares of Viatris worth $248K as of Q2 2026.
  • QTR Family Wealth bought 51 Viatris shares in Q2 2026, an estimated $790.
  • Viatris made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #261 holding.
  • QTR Family Wealth first reported a position in Viatris in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's Viatris position peaked at $249K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.