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Sagespring Wealth Partners’s Viatris VTRS Stock Holding History

Sagespring Wealth 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 		$277K Buy
17,433
+999
+6% +$15.5K ﹤0.01% 722
2026
Q1 		$222K Buy
16,434
+806
+5% +$11.3K ﹤0.01% 756
2025
Q4 		$195K Buy
+15,628
New +$169K ﹤0.01% 772

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Sagespring Wealth Partners's VTRS Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Viatris (VTRS) stake by 6.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 17,433 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Sagespring Wealth Partners first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Sagespring Wealth Partners held 17,433 shares of Viatris worth $277K as of Q2 2026.
  • Sagespring Wealth Partners bought 999 Viatris shares in Q2 2026, an estimated $15.5K.
  • Viatris made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #722 holding.
  • Sagespring Wealth Partners first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.