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SOA Wealth Advisors’s Viatris VTRS Stock Holding History

SOA Wealth 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 		$8.8K Sell
554
-39
-7% -$604 ﹤0.01% 628
2026
Q1 		$8.01K Buy
593
+1
+0.2% +$14 ﹤0.01% 620
2025
Q4 		$7.37K Sell
592
-61
-9% -$658 ﹤0.01% 631
2025
Q3 		$6.47K Sell
653
-27
-4% -$263 ﹤0.01% 650
2025
Q2 		$6.07K Sell
680
-69
-9% -$583 ﹤0.01% 642
2025
Q1 		$6.52K Sell
749
-4
-0.5% -$42 ﹤0.01% 612
2024
Q4 		$9.38K Sell
753
-36
-5% -$442 ﹤0.01% 549
2024
Q3 		$9.16K Buy
789
+6
+0.8% +$69 ﹤0.01% 546
2024
Q2 		$8.32K Sell
783
-425
-35% -$4.7K ﹤0.01% 558
2024
Q1 		$14.4K Sell
1,208
-1
-0.1% -$12 ﹤0.01% 489
2023
Q4 		$13.1K Sell
1,209
-4
-0.3% -$38 ﹤0.01% 488
2023
Q3 		$12K Sell
1,213
-32
-3% -$333 ﹤0.01% 500
2023
Q2 		$12.4K Sell
1,245
-87
-7% -$831 ﹤0.01% 507
2023
Q1 		$12.8K Buy
1,332
+165
+14% +$1.83K ﹤0.01% 498
2022
Q4 		$13K Sell
1,167
-80
-6% -$836 ﹤0.01% 486
2022
Q3 		$10K Sell
1,247
-1
-0.1% -$10 ﹤0.01% 517
2022
Q2 		$13K Sell
1,248
-22
-2% -$241 ﹤0.01% 461
2022
Q1 		$13K Sell
1,270
-22
-2% -$290 ﹤0.01% 541
2021
Q4 		$17K Sell
1,292
-16
-1% -$214 ﹤0.01% 475
2021
Q3 		$17K Sell
1,308
-57
-4% -$809 ﹤0.01% 483
2021
Q2 		$19K Sell
1,365
-320
-19% -$4.63K ﹤0.01% 472
2021
Q1 		$23K Hold
1,685
– – 0.01% 381
2020
Q4 		$30K Buy
+1,685
New +$27.5K 0.01% 335

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

SOA Wealth Advisors's VTRS Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Viatris (VTRS) stake by 6.6% in Q2 2026, selling an estimated $604 and leaving 554 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

SOA Wealth Advisors first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $30K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • SOA Wealth Advisors held 554 shares of Viatris worth $8.8K as of Q2 2026.
  • SOA Wealth Advisors sold 39 Viatris shares in Q2 2026, an estimated $604.
  • Viatris made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #628 holding.
  • SOA Wealth Advisors first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Viatris position peaked at $30K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.