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Synergy Investment Management’s Viatris VTRS Stock Holding History

Synergy Investment Management’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 		$3.65K Buy
229
+7
+3% +$108 ﹤0.01% 818
2026
Q1 		$3K Buy
+222
New +$3.11K ﹤0.01% 652

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

Synergy Investment Management's VTRS Position: Q2 2026 in Review

Synergy Investment Management increased its Viatris (VTRS) stake by 3.2% in Q2 2026, buying an estimated $108 and bringing the position to 229 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Synergy Investment Management first reported a position in VTRS in Q1 2026 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Synergy Investment Management held 229 shares of Viatris worth $3.65K as of Q2 2026.
  • Synergy Investment Management bought 7 Viatris shares in Q2 2026, an estimated $108.
  • Viatris made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #818 holding.
  • Synergy Investment Management first reported a position in Viatris in Q1 2026 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.