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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
Q2 		$2.68K Buy
169
+51
+43% +$790 ﹤0.01% 1316
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

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 $3.38T 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
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

SHP Wealth Management's VTRS Position: Q2 2026 in Review

SHP Wealth Management increased its Viatris (VTRS) stake by 43% in Q2 2026, buying an estimated $790 and bringing the position to 169 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

SHP Wealth Management first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • SHP Wealth Management held 169 shares of Viatris worth $2.68K as of Q2 2026.
  • SHP Wealth Management bought 51 Viatris shares in Q2 2026, an estimated $790.
  • Viatris made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1316 holding.
  • SHP Wealth Management first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.