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True Wealth Design’s Viatris VTRS Stock Holding History

True Wealth Design’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 		$1.05K Hold
66
– – ﹤0.01% 1958
2026
Q1 		$892 Hold
66
– – ﹤0.01% 1848
2025
Q4 		$822 Buy
66
+48
+267% +$518 ﹤0.01% 1782
2025
Q3 		$179 Sell
18
-2,175
-99% -$21.2K ﹤0.01% 2324
2025
Q2 		$19.6K Buy
2,193
+1,482
+208% +$12.5K 0.01% 385
2025
Q1 		$6.19K Buy
+711
New +$7.46K ﹤0.01% 614
2023
Q2 		– Sell
-166
Closed -$1.6K – 873
2023
Q1 		$1.6K Hold
166
– – ﹤0.01% 354
2022
Q4 		$1.85K Buy
+166
New +$1.74K ﹤0.01% 299

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

True Wealth Design's VTRS Position: Q2 2026 in Review

True Wealth Design held its Viatris (VTRS) position steady in Q2 2026 at 66 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

True Wealth Design first reported a position in VTRS in Q4 2022 and has held it in 8 quarters since. The position peaked at $19.6K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • True Wealth Design held 66 shares of Viatris worth $1.05K as of Q2 2026.
  • True Wealth Design left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1958 holding.
  • True Wealth Design first reported a position in Viatris in Q4 2022 and has held it in 8 quarters since.
  • True Wealth Design's Viatris position peaked at $19.6K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.