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Transamerica Financial Advisors’s Viatris VTRS Stock Holding History

Transamerica Financial 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 		$68.9K Buy
4,335
+3,691
+573% +$57.2K 0.01% 653
2026
Q1 		$8.71K Buy
644
+229
+55% +$3.21K ﹤0.01% 949
2025
Q4 		$5.17K Buy
415
+376
+964% +$4.06K ﹤0.01% 955
2025
Q3 		$383 Buy
39
+21
+117% +$204 ﹤0.01% 1358
2025
Q2 		$154 Sell
18
-2,651
-99% -$22.4K ﹤0.01% 512
2025
Q1 		$24K Sell
2,669
-2,977
-53% -$31.3K ﹤0.01% 330
2024
Q4 		$71K Sell
5,646
-1,822
-24% -$22.4K 0.01% 287
2024
Q3 		$87K Buy
+7,468
New +$86.2K 0.01% 279
2023
Q3 		– Sell
-29
Closed -$1K – 658
2023
Q2 		$1K Hold
29
– – ﹤0.01% 597
2023
Q1 		$1K Sell
29
-1
-3% -$11 ﹤0.01% 583
2022
Q4 		$1K Hold
30
– – ﹤0.01% 670
2022
Q3 		$1K Hold
30
– – ﹤0.01% 628
2022
Q2 		$1K Buy
+30
New +$329 ﹤0.01% 639
2016
Q2 		– Sell
-562
Closed -$27K – 704
2016
Q1 		$27K Hold
562
– – ﹤0.01% 450
2015
Q4 		$31K Hold
562
– – ﹤0.01% 469
2015
Q3 		$23K Hold
562
– – ﹤0.01% 485
2015
Q2 		$39K Sell
562
-1
-0.2% -$71 ﹤0.01% 484
2015
Q1 		$34K Hold
563
– – ﹤0.01% 475
2014
Q4 		$32K Hold
563
– – ﹤0.01% 394
2014
Q3 		$26K Hold
563
– – ﹤0.01% 395
2014
Q2 		$29K Buy
563
+1
+0.2% +$49 ﹤0.01% 412
2014
Q1 		$28K Hold
562
– – ﹤0.01% 385
2013
Q4 		$25K Sell
562
-4
-0.7% -$164 ﹤0.01% 397
2013
Q3 		$22K Sell
566
-1,271
-69% -$44.7K ﹤0.01% 379
2013
Q2 		$57K Buy
+1,837
New +$54.9K 0.01% 265

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

Transamerica Financial Advisors's VTRS Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Viatris (VTRS) stake by 573% in Q2 2026, buying an estimated $57.2K and bringing the position to 4,335 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #653.

Transamerica Financial Advisors first reported a position in VTRS in Q2 2013 and has held it in 25 quarters since. The position peaked at $87K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Transamerica Financial Advisors held 4,335 shares of Viatris worth $68.9K as of Q2 2026.
  • Transamerica Financial Advisors bought 3,691 Viatris shares in Q2 2026, an estimated $57.2K.
  • Viatris made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #653 holding.
  • Transamerica Financial Advisors first reported a position in Viatris in Q2 2013 and has held it in 25 quarters since.
  • Transamerica Financial Advisors's Viatris position peaked at $87K in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.