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Ritholtz Wealth Management’s Viatris VTRS Stock Holding History

Ritholtz Wealth 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 		$3.19M Buy
200,979
+96,151
+92% +$1.49M 0.05% 298
2026
Q1 		$1.42M Buy
104,828
+94,389
+904% +$1.32M 0.02% 464
2025
Q4 		$130K Sell
10,439
-76
-0.7% -$820 ﹤0.01% 1087
2025
Q3 		$104K Sell
10,515
-12,078
-53% -$118K ﹤0.01% 1021
2025
Q2 		$202K Sell
22,593
-60,959
-73% -$515K ﹤0.01% 919
2025
Q1 		$728K Sell
83,552
-33,603
-29% -$353K 0.02% 484
2024
Q4 		$1.46M Sell
117,155
-7,208
-6% -$88.6K 0.04% 284
2024
Q3 		$1.44M Buy
124,363
+4,940
+4% +$57K 0.04% 296
2024
Q2 		$1.27M Sell
119,423
-44,828
-27% -$495K 0.04% 292
2024
Q1 		$1.96M Buy
164,251
+2,983
+2% +$35.9K 0.07% 201
2023
Q4 		$1.75M Buy
161,268
+295
+0.2% +$2.83K 0.07% 193
2023
Q3 		$1.59M Buy
160,973
+14,037
+10% +$146K 0.07% 183
2023
Q2 		$1.47M Buy
146,936
+73,226
+99% +$699K 0.07% 198
2023
Q1 		$709K Buy
73,710
+13,290
+22% +$147K 0.04% 339
2022
Q4 		$672K Buy
60,420
+37,576
+164% +$393K 0.04% 305
2022
Q3 		$195K Buy
+22,844
New +$225K 0.01% 660

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

Ritholtz Wealth Management's VTRS Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Viatris (VTRS) stake by 92% in Q2 2026, buying an estimated $1.49M and bringing the position to 200,979 shares worth $3.19M. The position accounts for 0.05% of the portfolio, ranked #298.

Ritholtz Wealth Management first reported a position in VTRS in Q3 2022 and has held it in 16 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Ritholtz Wealth Management held 200,979 shares of Viatris worth $3.19M as of Q2 2026.
  • Ritholtz Wealth Management bought 96,151 Viatris shares in Q2 2026, an estimated $1.49M.
  • Viatris made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Ritholtz Wealth Management first reported a position in Viatris in Q3 2022 and has held it in 16 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.