Strategic Family Wealth Counselors’s Viatris VTRS Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$289K	Hold	21,394	–	–	0.08%	135
2025 Q4	$271K	Hold	21,394	–	–	0.06%	181
2025 Q3	$212K	Hold	21,394	–	–	0.05%	144
2025 Q2	$191K	Sell	21,394 -104	-0.5%	-$879	0.05%	143
2025 Q1	$187K	Sell	21,498 -110	-0.5%	-$1.16K	0.06%	134
2024 Q4	$269K	Buy	21,608 +83	+0.4%	+$1.02K	0.09%	116
2024 Q3	$250K	Buy	21,525 +45	+0.2%	+$519	0.09%	115
2024 Q2	$228K	Hold	21,480	–	–	0.09%	112
2024 Q1	$256K	Hold	21,480	–	–	0.1%	100
2023 Q4	$233K	Hold	21,480	–	–	0.1%	103
2023 Q3	$212K	Hold	21,480	–	–	0.1%	104
2023 Q2	$214K	Hold	21,480	–	–	0.1%	102
2023 Q1	$207K	Hold	21,480	–	–	0.1%	102
2022 Q4	$239K	Buy	21,480 +86	+0.4%	+$899	0.12%	89
2022 Q3	$182K	Hold	21,394	–	–	0.09%	89
2022 Q2	$224K	Hold	21,394	–	–	0.11%	86
2022 Q1	$233K	Hold	21,394	–	–	0.09%	91
2021 Q4	$289K	Sell	21,394 -19	-0.1%	-$254	0.09%	78
2021 Q3	$290K	Sell	21,413 -33	-0.2%	-$468	0.1%	68
2021 Q2	$306K	Hold	21,446	–	–	0.1%	63
2021 Q1	$300K	Hold	21,446	–	–	0.11%	63
2020 Q4	$402K	Buy	+21,446	New	+$350K	0.21%	60

Other funds holding VTRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Family Wealth Counselors's VTRS Position: Q1 2026 in Review

Strategic Family Wealth Counselors held its Viatris (VTRS) position steady in Q1 2026 at 21,394 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #135.

Strategic Family Wealth Counselors first reported a position in VTRS in Q4 2020 and has held it in 22 quarters since. The position peaked at $402K in Q4 2020. 1,023 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

Strategic Family Wealth Counselors held 21,394 shares of Viatris worth $289K as of Q1 2026.
Strategic Family Wealth Counselors left its Viatris share count unchanged in Q1 2026.
Viatris made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #135 holding.
Strategic Family Wealth Counselors first reported a position in Viatris in Q4 2020 and has held it in 22 quarters since.
Strategic Family Wealth Counselors's Viatris position peaked at $402K in Q4 2020.
1,023 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.