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TFC Financial Management’s Viatris VTRS Stock Holding History

TFC Financial 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 		$3.91K Hold
246
– – ﹤0.01% 503
2026
Q1 		$3.32K Buy
246
+6
+3% +$84 ﹤0.01% 493
2025
Q4 		$2.99K Hold
240
– – ﹤0.01% 490
2025
Q3 		$2.38K Sell
240
-196
-45% -$1.91K ﹤0.01% 542
2025
Q2 		$3.89K Buy
436
+2
+0.5% +$17 ﹤0.01% 442
2025
Q1 		$3.78K Sell
434
-6
-1% -$63 ﹤0.01% 423
2024
Q4 		$5.48K Sell
440
-107
-20% -$1.31K ﹤0.01% 406
2024
Q3 		$6.35K Buy
547
+105
+24% +$1.21K ﹤0.01% 397
2024
Q2 		$4.7K Sell
442
-52
-11% -$575 ﹤0.01% 398
2024
Q1 		$5.9K Sell
494
-92
-16% -$1.11K ﹤0.01% 370
2023
Q4 		$6.35K Sell
586
-12
-2% -$115 ﹤0.01% 365
2023
Q3 		$5.89K Hold
598
– – ﹤0.01% 378
2023
Q2 		$5.96K Sell
598
-420
-41% -$4.01K ﹤0.01% 359
2023
Q1 		$9.79K Sell
1,018
-86
-8% -$954 ﹤0.01% 374
2022
Q4 		$12.3K Sell
1,104
-8
-0.7% -$84 ﹤0.01% 291
2022
Q3 		$9K Hold
1,112
– – ﹤0.01% 328
2022
Q2 		$12K Sell
1,112
-197
-15% -$2.16K ﹤0.01% 299
2022
Q1 		$14K Sell
1,309
-86
-6% -$1.13K ﹤0.01% 288
2021
Q4 		$19K Sell
1,395
-37
-3% -$494 0.01% 282
2021
Q3 		$19K Buy
1,432
+37
+3% +$525 0.01% 276
2021
Q2 		$20K Sell
1,395
-214
-13% -$3.1K 0.01% 269
2021
Q1 		$22K Hold
1,609
– – 0.01% 244
2020
Q4 		$30K Buy
+1,609
New +$26.2K 0.01% 225

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

TFC Financial Management's VTRS Position: Q2 2026 in Review

TFC Financial Management held its Viatris (VTRS) position steady in Q2 2026 at 246 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

TFC Financial Management first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $30K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • TFC Financial Management held 246 shares of Viatris worth $3.91K as of Q2 2026.
  • TFC Financial Management left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #503 holding.
  • TFC Financial Management first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • TFC Financial Management's Viatris position peaked at $30K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.