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Smallwood Wealth Investment Management’s Viatris VTRS Stock Holding History

Smallwood Wealth Investment 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 		$4.72K Hold
297
– – ﹤0.01% 370
2026
Q1 		$4.01K Sell
297
-99
-25% -$1.39K ﹤0.01% 375
2025
Q4 		$4.93K Hold
396
– – ﹤0.01% 356
2025
Q3 		$3.92K Hold
396
– – ﹤0.01% 365
2025
Q2 		$3.54K Hold
396
– – ﹤0.01% 372
2025
Q1 		$3.45K Buy
+396
New +$4.16K ﹤0.01% 359

Other funds holding VTRS

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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Smallwood Wealth Investment Management's VTRS Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Viatris (VTRS) position steady in Q2 2026 at 297 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Smallwood Wealth Investment Management first reported a position in VTRS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.93K in Q4 2025. 427 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Smallwood Wealth Investment Management held 297 shares of Viatris worth $4.72K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #370 holding.
  • Smallwood Wealth Investment Management first reported a position in Viatris in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Viatris position peaked at $4.93K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.