Sequoia Financial Advisors’s Viatris VTRS Stock Holding History

Sequoia Financial Advisors’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	$1.49M	Sell	93,790 -5,489	-6%	-$85.1K	0.01%	764
2026 Q1	$1.34M	Buy	99,279 +14,234	+17%	+$199K	0.01%	766
2025 Q4	$1.06M	Buy	85,045 +10,918	+15%	+$118K	0.01%	861
2025 Q3	$734K	Buy	74,127 +15,869	+27%	+$154K	﹤0.01%	949
2025 Q2	$520K	Buy	58,258 +30,397	+109%	+$257K	﹤0.01%	978
2025 Q1	$243K	Buy	27,861 +7,519	+37%	+$78.9K	﹤0.01%	1170
2024 Q4	$253K	Sell	20,342 -8,671	-30%	-$107K	﹤0.01%	1100
2024 Q3	$337K	Buy	29,013 +15,589	+116%	+$180K	﹤0.01%	915
2024 Q2	$143K	Buy	13,424 +1,054	+9%	+$11.6K	﹤0.01%	1135
2024 Q1	$148K	Sell	12,370 -9,570	-44%	-$115K	﹤0.01%	1089
2023 Q4	$238K	Buy	+21,940	New	+$210K	﹤0.01%	1027
2021 Q3	–	Sell	-13,244	Closed	-$189K	–	454
2021 Q2	$189K	Buy	13,244 +1,740	+15%	+$25.2K	0.01%	455
2021 Q1	$161K	Sell	11,504 -2,496	-18%	-$40.7K	0.01%	425
2020 Q4	$262K	Buy	+14,000	New	+$228K	0.01%	343

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sequoia Financial Advisors's VTRS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Viatris (VTRS) stake by 5.5% in Q2 2026, selling an estimated $85.1K and leaving 93,790 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #764.

Sequoia Financial Advisors first reported a position in VTRS in Q4 2020 and has held it in 14 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Sequoia Financial Advisors held 93,790 shares of Viatris worth $1.49M as of Q2 2026.
Sequoia Financial Advisors sold 5,489 Viatris shares in Q2 2026, an estimated $85.1K.
Viatris made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #764 holding.
Sequoia Financial Advisors first reported a position in Viatris in Q4 2020 and has held it in 14 quarters since.
1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.