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Shrier Wealth Management’s Viatris VTRS Stock Holding History

Shrier 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 		$236K Sell
14,886
-88
-0.6% -$1.36K 0.08% 125
2026
Q1 		$202K Sell
14,974
-3,546
-19% -$49.6K 0.07% 127
2025
Q4 		$231K Buy
+18,520
New +$200K 0.09% 117

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

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

Shrier Wealth Management reduced its Viatris (VTRS) stake by 0.59% in Q2 2026, selling an estimated $1.36K and leaving 14,886 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #125.

Shrier Wealth Management first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Shrier Wealth Management held 14,886 shares of Viatris worth $236K as of Q2 2026.
  • Shrier Wealth Management sold 88 Viatris shares in Q2 2026, an estimated $1.36K.
  • Viatris made up 0.08% of Shrier Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Shrier Wealth Management first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.