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Strategic Wealth Partners’s Viatris VTRS Stock Holding History

Strategic Wealth Partners’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 		$13.8K Buy
1,018
+8
+0.8% +$112 ﹤0.01% 808
2025
Q4 		$12.6K Sell
1,010
-127
-11% -$1.37K ﹤0.01% 826
2025
Q3 		$11.3K Buy
1,137
+10
+0.9% +$97 ﹤0.01% 868
2025
Q2 		$10.1K Buy
+1,127
New +$9.53K ﹤0.01% 783
2024
Q1 		– Sell
-25,569
Closed -$277K – 309
2023
Q4 		$277K Sell
25,569
-149,029
-85% -$1.43M 0.03% 230
2023
Q3 		$1.72M Sell
174,598
-25,962
-13% -$270K 0.23% 111
2023
Q2 		$2M Sell
200,560
-2,392
-1% -$22.8K 0.26% 112
2023
Q1 		$1.95M Sell
202,952
-13,788
-6% -$153K 0.3% 97
2022
Q4 		$2.41M Sell
216,740
-13,959
-6% -$146K 0.45% 72
2022
Q3 		$1.97M Sell
230,699
-10
-0% -$98 0.42% 83
2022
Q2 		$2.42M Sell
230,709
-6,551
-3% -$71.8K 0.52% 65
2022
Q1 		$2.58M Buy
+237,260
New +$3.13M 0.5% 63
2019
Q2 		– Sell
-229
Closed -$7K – 828
2019
Q1 		$7K Buy
229
+40
+21% +$1.17K ﹤0.01% 605
2018
Q4 		$6K Buy
+189
New +$6.12K ﹤0.01% 549

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's VTRS Position: Q1 2026 in Review

Strategic Wealth Partners increased its Viatris (VTRS) stake by 0.79% in Q1 2026, buying an estimated $112 and bringing the position to 1,018 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Strategic Wealth Partners first reported a position in VTRS in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.58M in Q1 2022. 1,019 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Strategic Wealth Partners held 1,018 shares of Viatris worth $13.8K as of Q1 2026.
  • Strategic Wealth Partners bought 8 Viatris shares in Q1 2026, an estimated $112.
  • Viatris made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #808 holding.
  • Strategic Wealth Partners first reported a position in Viatris in Q4 2018 and has held it in 14 quarters since.
  • Strategic Wealth Partners's Viatris position peaked at $2.58M in Q1 2022.
  • 1,019 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.