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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
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% +$9.89K ﹤0.01% 751
2025
Q3 		$27.5K Buy
+2,776
New +$27K ﹤0.01% 942

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

Root Financial Partners's VTRS Position: Q2 2026 in Review

Root Financial Partners sold out of Viatris (VTRS) in Q2 2026, closing a stake of 4,699 shares — an estimated $63.5K sold.

Root Financial Partners first reported a position in VTRS in Q3 2025 and held it in 3 quarters. The position peaked at $63.5K in Q1 2026. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Root Financial Partners reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4,699 Viatris shares in Q2 2026, an estimated $63.5K.
  • Root Financial Partners first reported a position in Viatris in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Viatris position peaked at $63.5K in Q1 2026.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.