TPWA
VTRS icon

Twin Peaks Wealth Advisors’s Viatris VTRS Stock Holding History

Twin Peaks Wealth 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
Q1 		$20.5K Buy
+1,516
New +$21.2K 0.01% 708
2025
Q3 		– Sell
-986
Closed -$9.98K – 2097
2025
Q2 		$9.98K Buy
+986
New +$8.34K ﹤0.01% 936

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's VTRS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Viatris (VTRS) in Q1 2026: 1,516 shares worth $20.5K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VTRS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VTRS in Q2 2025 and has held it in 2 quarters since. 1,020 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,516 shares of Viatris worth $20.5K as of Q1 2026.
  • Viatris was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Viatris made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #708 holding.
  • Twin Peaks Wealth Advisors first reported a position in Viatris in Q2 2025 and has held it in 2 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.