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Spire Wealth Management’s Viatris VTRS Stock Holding History

Spire 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 		$25.3K Sell
1,591
-3,159
-67% -$49K ﹤0.01% 1382
2026
Q1 		$64.2K Sell
4,750
-1,161
-20% -$16.2K ﹤0.01% 1103
2025
Q4 		$73.6K Sell
5,911
-599
-9% -$6.46K ﹤0.01% 1072
2025
Q3 		$64.4K Buy
6,510
+1,055
+19% +$10.3K ﹤0.01% 1153
2025
Q2 		$48.7K Sell
5,455
-110
-2% -$930 ﹤0.01% 1203
2025
Q1 		$48.5K Sell
5,565
-1,009
-15% -$10.6K ﹤0.01% 1292
2024
Q4 		$81.8K Sell
6,574
-148
-2% -$1.82K ﹤0.01% 1107
2024
Q3 		$78K Buy
6,722
+150
+2% +$1.73K ﹤0.01% 991
2024
Q2 		$69.9K Buy
6,572
+67
+1% +$740 ﹤0.01% 1007
2024
Q1 		$77.7K Sell
6,505
-70
-1% -$843 ﹤0.01% 1077
2023
Q4 		$75K Sell
6,575
-1,219
-16% -$11.7K ﹤0.01% 1075
2023
Q3 		$76.9K Buy
7,794
+170
+2% +$1.77K ﹤0.01% 1030
2023
Q2 		$76.1K Sell
7,624
-458
-6% -$4.38K ﹤0.01% 1060
2023
Q1 		$77.8K Buy
8,082
+1,596
+25% +$17.7K ﹤0.01% 1042
2022
Q4 		$72K Buy
6,486
+104
+2% +$1.09K ﹤0.01% 853
2022
Q3 		$54K Sell
6,382
-17,655
-73% -$174K ﹤0.01% 924
2022
Q2 		$252K Buy
24,037
+4,148
+21% +$45.5K 0.01% 683
2022
Q1 		$216K Sell
19,889
-40,448
-67% -$533K 0.01% 861
2021
Q4 		$816K Buy
60,337
+19,387
+47% +$259K 0.02% 535
2021
Q3 		$563K Buy
40,950
+5,284
+15% +$75K 0.01% 558
2021
Q2 		$510K Sell
35,666
-23,561
-40% -$341K 0.01% 602
2021
Q1 		$834K Buy
+59,227
New +$965K 0.02% 504

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

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

Spire Wealth Management reduced its Viatris (VTRS) stake by 67% in Q2 2026, selling an estimated $49K and leaving 1,591 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Spire Wealth Management first reported a position in VTRS in Q1 2021 and has held it in 22 quarters since. The position peaked at $834K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Spire Wealth Management held 1,591 shares of Viatris worth $25.3K as of Q2 2026.
  • Spire Wealth Management sold 3,159 Viatris shares in Q2 2026, an estimated $49K.
  • Viatris made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1382 holding.
  • Spire Wealth Management first reported a position in Viatris in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Viatris position peaked at $834K in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.