United Capital Financial Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $703K | Buy |
44,259
+6,728
| +18% | +$104K | ﹤0.01% | 955 |
|
|
2026
Q1 | $507K | Buy |
37,531
+4,134
| +12% | +$57.9K | ﹤0.01% | 1066 |
|
|
2025
Q4 | $416K | Buy |
33,397
+5,077
| +18% | +$54.8K | ﹤0.01% | 1040 |
|
|
2025
Q3 | $280K | Buy |
28,320
+1,580
| +6% | +$15.4K | ﹤0.01% | 1041 |
|
|
2025
Q2 | $239K | Buy |
26,740
+2,267
| +9% | +$19.2K | ﹤0.01% | 991 |
|
|
2025
Q1 | $213K | Sell |
24,473
-8,990
| -27% | -$94.4K | ﹤0.01% | 995 |
|
|
2024
Q4 | $417K | Sell |
33,463
-1,458
| -4% | -$17.9K | ﹤0.01% | 785 |
|
|
2024
Q3 | $405K | Sell |
34,921
-472
| -1% | -$5.45K | ﹤0.01% | 787 |
|
|
2024
Q2 | $376K | Sell |
35,393
-46,955
| -57% | -$519K | ﹤0.01% | 781 |
|
|
2024
Q1 | $983K | Buy |
82,348
+8,401
| +11% | +$101K | 0.01% | 562 |
|
|
2023
Q4 | $801K | Sell |
73,947
-67,598
| -48% | -$647K | 0.01% | 602 |
|
|
2023
Q3 | $1.4M | Sell |
141,545
-14,332
| -9% | -$149K | 0.01% | 464 |
|
|
2023
Q2 | $1.56M | Sell |
155,877
-51,330
| -25% | -$490K | 0.01% | 474 |
|
|
2023
Q1 | $1.99M | Sell |
207,207
-17,246
| -8% | -$191K | 0.01% | 450 |
|
|
2022
Q4 | $2.5M | Buy |
224,453
+2,974
| +1% | +$31.1K | 0.01% | 439 |
|
|
2022
Q3 | $1.89M | Buy |
221,479
+7,461
| +3% | +$73.4K | 0.01% | 485 |
|
|
2022
Q2 | $2.24M | Buy |
214,018
+20,891
| +11% | +$229K | 0.01% | 471 |
|
|
2022
Q1 | $2.1M | Sell |
193,127
-14,496
| -7% | -$191K | 0.01% | 504 |
|
|
2021
Q4 | $2.81M | Buy |
207,623
+20,153
| +11% | +$269K | 0.01% | 469 |
|
|
2021
Q3 | $2.54M | Buy |
187,470
+6,152
| +3% | +$87.3K | 0.01% | 480 |
|
|
2021
Q2 | $2.59M | Buy |
181,318
+65,709
| +57% | +$951K | 0.01% | 489 |
|
|
2021
Q1 | $1.61M | Buy |
115,609
+62,732
| +119% | +$1.02M | 0.01% | 548 |
|
|
2020
Q4 | $991K | Buy |
+52,877
| New | +$862K | 0.01% | 675 |
|
|
2018
Q2 | – | Sell |
-6,430
| Closed | -$265K | – | 1364 |
|
|
2018
Q1 | $265K | Sell |
6,430
-5,189
| -45% | -$221K | ﹤0.01% | 1134 |
|
|
2017
Q4 | $492K | Buy |
11,619
+2,822
| +32% | +$108K | ﹤0.01% | 972 |
|
|
2017
Q3 | $276K | Buy |
8,797
+664
| +8% | +$22.5K | ﹤0.01% | 1139 |
|
|
2017
Q2 | $316K | Buy |
8,133
+1,648
| +25% | +$63.2K | ﹤0.01% | 1059 |
|
|
2017
Q1 | $253K | Buy |
+6,485
| New | +$261K | ﹤0.01% | 1108 |
|
|
2016
Q4 | – | Sell |
-120,841
| Closed | -$4.61M | – | 1331 |
|
|
2016
Q3 | $4.61M | Buy |
120,841
+21,843
| +22% | +$971K | 0.04% | 396 |
|
|
2016
Q2 | $4.26M | Buy |
98,998
+287
| +0.3% | +$12.7K | 0.04% | 392 |
|
|
2016
Q1 | $4.58M | Sell |
98,711
-24,333
| -20% | -$1.17M | 0.05% | 352 |
|
|
2015
Q4 | $6.65M | Sell |
123,044
-31,128
| -20% | -$1.5M | 0.08% | 280 |
|
|
2015
Q3 | $6.21M | Sell |
154,172
-8,864
| -5% | -$494K | 0.07% | 275 |
|
|
2015
Q2 | $11.1M | Buy |
163,036
+229
| +0.1% | +$16.2K | 0.13% | 188 |
|
|
2015
Q1 | $11.4M | Buy |
162,807
+24,928
| +18% | +$1.42M | 0.14% | 186 |
|
|
2014
Q4 | $7.77M | Buy |
137,879
+33,013
| +31% | +$1.77M | 0.12% | 199 |
|
|
2014
Q3 | $4.77M | Buy |
104,866
+62,359
| +147% | +$3.03M | 0.08% | 265 |
|
|
2014
Q2 | $2.19M | Sell |
42,507
-1,318
| -3% | -$64.8K | 0.04% | 399 |
|
|
2014
Q1 | $2.14M | Buy |
43,825
+35,519
| +428% | +$1.72M | 0.05% | 345 |
|
|
2013
Q4 | $360K | Sell |
8,306
-749
| -8% | -$30.8K | 0.01% | 495 |
|
|
2013
Q3 | $346K | Sell |
9,055
-459
| -5% | -$16.2K | 0.01% | 526 |
|
|
2013
Q2 | $295K | Buy |
+9,514
| New | +$284K | 0.01% | 602 |
|
Other funds holding VTRS
DSA
RCMNY
United Capital Financial Advisors's VTRS Position: Q2 2026 in Review
United Capital Financial Advisors increased its Viatris (VTRS) stake by 18% in Q2 2026, buying an estimated $104K and bringing the position to 44,259 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #955.
United Capital Financial Advisors first reported a position in VTRS in Q2 2013 and has held it in 42 quarters since. The position peaked at $11.4M in Q1 2015. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.
- United Capital Financial Advisors held 44,259 shares of Viatris worth $703K as of Q2 2026.
- United Capital Financial Advisors bought 6,728 Viatris shares in Q2 2026, an estimated $104K.
- Viatris made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #955 holding.
- United Capital Financial Advisors first reported a position in Viatris in Q2 2013 and has held it in 42 quarters since.
- United Capital Financial Advisors's Viatris position peaked at $11.4M in Q1 2015.
- 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.