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 Q3	$1.36K	Buy	77 +11	+17%	+$186	﹤0.01%	1823
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

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

True Wealth Design's VTRS Position: Q3 2026 in Review

True Wealth Design increased its Viatris (VTRS) stake by 17% in Q3 2026, buying an estimated $186 and bringing the position to 77 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

True Wealth Design first reported a position in VTRS in Q4 2022 and has held it in 9 quarters since. The position peaked at $19.6K in Q2 2025. 83 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

True Wealth Design held 77 shares of Viatris worth $1.36K as of Q3 2026.
True Wealth Design bought 11 Viatris shares in Q3 2026, an estimated $186.
Viatris made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1823 holding.
True Wealth Design first reported a position in Viatris in Q4 2022 and has held it in 9 quarters since.
True Wealth Design's Viatris position peaked at $19.6K in Q2 2025.
83 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.