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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
Q2 		– Sell
-1,516
Closed -$20.5K – 2171
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

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

Twin Peaks Wealth Advisors's VTRS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Viatris (VTRS) in Q2 2026, closing a stake of 1,516 shares — an estimated $20.5K sold.

Twin Peaks Wealth Advisors first reported a position in VTRS in Q2 2025 and held it in 2 quarters. The position peaked at $20.5K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,516 Viatris shares in Q2 2026, an estimated $20.5K.
  • Twin Peaks Wealth Advisors first reported a position in Viatris in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Viatris position peaked at $20.5K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.