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SHP Wealth Management’s Viatris VTRS Stock Holding History

SHP 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
Q1 		$1.59K Buy
118
+93
+372% +$1.3K ﹤0.01% 1346
2025
Q4 		$307 Buy
+25
New +$270 ﹤0.01% 1431

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's VTRS Position: Q1 2026 in Review

SHP Wealth Management increased its Viatris (VTRS) stake by 372% in Q1 2026, buying an estimated $1.3K and bringing the position to 118 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

SHP Wealth Management first reported a position in VTRS in Q4 2025 and has held it in 2 quarters since. 1,023 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • SHP Wealth Management held 118 shares of Viatris worth $1.59K as of Q1 2026.
  • SHP Wealth Management bought 93 Viatris shares in Q1 2026, an estimated $1.3K.
  • Viatris made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1346 holding.
  • SHP Wealth Management first reported a position in Viatris in Q4 2025 and has held it in 2 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.