SFS
VTRS icon

Sowell Financial Services’s Viatris VTRS Stock Holding History

Sowell Financial Services’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 		– Sell
-31,906
Closed -$431K – 1229
2026
Q1 		$431K Buy
+31,906
New +$447K 0.02% 691
2025
Q2 		– Sell
-44,841
Closed -$391K – 1101
2025
Q1 		$391K Buy
44,841
+7,977
+22% +$83.7K 0.02% 661
2024
Q4 		$459K Buy
36,864
+4,573
+14% +$56.2K 0.02% 419
2024
Q3 		$375K Buy
32,291
+261
+0.8% +$3.01K 0.02% 478
2024
Q2 		$340K Sell
32,030
-868
-3% -$9.59K 0.02% 482
2024
Q1 		$393K Sell
32,898
-2,024
-6% -$24.4K 0.02% 482
2023
Q4 		$378K Buy
34,922
+696
+2% +$6.66K 0.02% 466
2023
Q3 		$337K Buy
+34,226
New +$356K 0.02% 448
2022
Q3 		– Sell
-55,791
Closed -$584K – 456
2022
Q2 		$584K Buy
+55,791
New +$612K 0.05% 210
2021
Q4 		– Sell
-29,096
Closed -$394K – 543
2021
Q3 		$394K Sell
29,096
-19,451
-40% -$276K 0.03% 428
2021
Q2 		$694K Sell
48,547
-7,751
-14% -$112K 0.05% 370
2021
Q1 		$784K Buy
56,298
+9,833
+21% +$160K 0.03% 481
2020
Q4 		$871K Buy
46,465
+35,847
+338% +$585K 0.04% 364
2020
Q3 		$157K Buy
10,618
+1,304
+14% +$20.8K 0.01% 815
2020
Q2 		$150K Buy
9,314
+11
+0.1% +$178 0.01% 830
2020
Q1 		$139K Buy
9,303
+3,103
+50% +$59.4K 0.01% 758
2019
Q4 		$125K Buy
6,200
+5,606
+944% +$104K 0.01% 844
2019
Q3 		$12K Buy
+594
New +$11.6K ﹤0.01% 1484

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

Sowell Financial Services's VTRS Position: Q2 2026 in Review

Sowell Financial Services sold out of Viatris (VTRS) in Q2 2026, closing a stake of 31,906 shares — an estimated $431K sold.

Sowell Financial Services first reported a position in VTRS in Q3 2019 and held it in 18 quarters. The position peaked at $871K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Sowell Financial Services reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 31,906 Viatris shares in Q2 2026, an estimated $431K.
  • Sowell Financial Services first reported a position in Viatris in Q3 2019 and held it in 18 quarters.
  • Sowell Financial Services's Viatris position peaked at $871K in Q4 2020.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.