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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
Q2 		$16.6K Buy
1,046
+28
+3% +$434 ﹤0.01% 792
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

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

Strategic Wealth Partners's VTRS Position: Q2 2026 in Review

Strategic Wealth Partners increased its Viatris (VTRS) stake by 2.8% in Q2 2026, buying an estimated $434 and bringing the position to 1,046 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Strategic Wealth Partners first reported a position in VTRS in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.58M in Q1 2022. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Strategic Wealth Partners held 1,046 shares of Viatris worth $16.6K as of Q2 2026.
  • Strategic Wealth Partners bought 28 Viatris shares in Q2 2026, an estimated $434.
  • Viatris made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #792 holding.
  • Strategic Wealth Partners first reported a position in Viatris in Q4 2018 and has held it in 15 quarters since.
  • Strategic Wealth Partners's Viatris position peaked at $2.58M in Q1 2022.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.