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SS&H Financial Advisors’s Viatris VTRS Stock Holding History

SS&H Financial 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 		$862K Buy
+54,304
New +$842K 0.22% 72
2025
Q4 		$709K Sell
56,911
-1,048
-2% -$11.3K 0.21% 74
2025
Q3 		$574K Sell
57,959
-2,434
-4% -$23.7K 0.17% 86
2025
Q2 		$539K Sell
60,393
-276
-0.5% -$2.33K 0.18% 83
2025
Q1 		$528K Sell
60,669
-3,909
-6% -$41K 0.2% 84
2024
Q4 		$804K Sell
64,578
-16,454
-20% -$202K 0.29% 73
2024
Q3 		$941K Sell
81,032
-4,467
-5% -$51.5K 0.34% 66
2024
Q2 		$909K Sell
85,499
-286
-0.3% -$3.16K 0.35% 66
2024
Q1 		$102K Sell
85,785
-2,395
-3% -$28.8K 0.04% 115
2023
Q4 		$955K Sell
88,180
-934
-1% -$8.94K 0.41% 60
2023
Q3 		$879K Buy
+89,114
New +$928K 0.41% 57
2023
Q1 		$825K Sell
85,809
-2,427
-3% -$26.9K 0.38% 66
2022
Q4 		$982K Sell
88,236
-1,099
-1% -$11.5K 0.47% 62
2022
Q3 		$761K Buy
89,335
+3,426
+4% +$33.7K 0.39% 67
2022
Q2 		$899K Buy
+85,909
New +$942K 0.42% 67

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

SS&H Financial Advisors's VTRS Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Viatris (VTRS) in Q2 2026: 54,304 shares worth $862K. The stake represents 0.22% of the portfolio and ranks #72 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in VTRS as recently as Q4 2025.

SS&H Financial Advisors first reported a position in VTRS in Q2 2022 and has held it in 15 quarters since. The position peaked at $982K in Q4 2022. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • SS&H Financial Advisors held 54,304 shares of Viatris worth $862K as of Q2 2026.
  • Viatris was a new SS&H Financial Advisors position in Q2 2026.
  • Viatris made up 0.22% of SS&H Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • SS&H Financial Advisors first reported a position in Viatris in Q2 2022 and has held it in 15 quarters since.
  • SS&H Financial Advisors's Viatris position peaked at $982K in Q4 2022.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.