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Spurstone Advisory Services’s Viatris VTRS Stock Holding History

Spurstone Advisory 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 		$14.7K Hold
911
– – 0.2% 38
2026
Q1 		$12.3K Hold
911
– – 0.21% 25
2025
Q4 		$11.3K Hold
911
– – 0.18% 33
2025
Q3 		$9.02K Hold
911
– – 0.13% 49
2025
Q2 		$8.13K Hold
911
– – 0.12% 73
2025
Q1 		$7.93K Hold
911
– – 0.15% 45
2024
Q4 		$11.3K Buy
+911
New +$11.2K 0.22% 36

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

Spurstone Advisory Services's VTRS Position: Q2 2026 in Review

Spurstone Advisory Services held its Viatris (VTRS) position steady in Q2 2026 at 911 shares worth $14.7K. The position accounts for 0.2% of the portfolio, ranked #38.

Spurstone Advisory Services first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Spurstone Advisory Services held 911 shares of Viatris worth $14.7K as of Q2 2026.
  • Spurstone Advisory Services left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.2% of Spurstone Advisory Services's portfolio in Q2 2026, its #38 holding.
  • Spurstone Advisory Services first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.