Root Financial Partners
VTRS icon

Root Financial Partners’s Viatris VTRS Stock Holding History

Root Financial Partners’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
Q3 		$99.2K Buy
+5,596
New +$94.5K ﹤0.01% 736
2026
Q2 		– Sell
-4,699
Closed -$63.5K – 3133
2026
Q1 		$63.5K Buy
4,699
+1,006
+27% +$14.1K ﹤0.01% 758
2025
Q4 		$46K Buy
3,693
+917
+33% +$9.9K ﹤0.01% 751
2025
Q3 		$27.5K Buy
+2,776
New +$27K ﹤0.01% 942

Other funds holding VTRS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's VTRS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Viatris (VTRS) in Q3 2026: 5,596 shares worth $99.2K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VTRS as recently as Q1 2026.

Root Financial Partners first reported a position in VTRS in Q3 2025 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Root Financial Partners held 5,596 shares of Viatris worth $99.2K as of Q3 2026.
  • Viatris was a new Root Financial Partners position in Q3 2026.
  • Viatris made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #736 holding.
  • Root Financial Partners first reported a position in Viatris in Q3 2025 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.