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Tanglewood Legacy Advisors’s Viatris VTRS Stock Holding History

Tanglewood Legacy 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 		$38.1K Hold
2,402
– – 0.01% 184
2026
Q1 		$32.5K Hold
2,402
– – 0.01% 184
2025
Q4 		$29.9K Buy
2,402
+44
+2% +$475 0.01% 191
2025
Q3 		$23.3K Hold
2,358
– – 0.01% 212
2025
Q2 		$21.1K Hold
2,358
– – 0.01% 219
2025
Q1 		$20.5K Hold
2,358
– – 0.01% 223
2024
Q4 		$29.4K Hold
2,358
– – 0.01% 205
2024
Q3 		$27.4K Hold
2,358
– – 0.01% 193
2024
Q2 		$25.1K Hold
2,358
– – 0.01% 199
2024
Q1 		$28.2K Hold
2,358
– – 0.01% 195
2023
Q4 		$25.5K Hold
2,358
– – 0.01% 192
2023
Q3 		$23.3K Sell
2,358
-62
-3% -$646 0.01% 204
2023
Q2 		$24.2K Hold
2,420
– – 0.01% 201
2023
Q1 		$23.3K Sell
2,420
-148
-6% -$1.64K 0.01% 198
2022
Q4 		$28.6K Buy
+2,568
New +$26.8K 0.02% 165

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

Tanglewood Legacy Advisors's VTRS Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Viatris (VTRS) position steady in Q2 2026 at 2,402 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #184.

Tanglewood Legacy Advisors first reported a position in VTRS in Q4 2022 and has held it in 15 quarters since. 1,031 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Tanglewood Legacy Advisors held 2,402 shares of Viatris worth $38.1K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #184 holding.
  • Tanglewood Legacy Advisors first reported a position in Viatris in Q4 2022 and has held it in 15 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.