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United Financial Planning Group’s Viatris VTRS Stock Holding History

United Financial Planning Group’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 		$64 Sell
4
-4
-50% -$62 ﹤0.01% 464
2026
Q1 		$108 Sell
8
-260
-97% -$3.64K ﹤0.01% 456
2025
Q4 		$3.34K Buy
268
+239
+824% +$2.58K ﹤0.01% 299
2025
Q3 		$287 Buy
+29
New +$282 ﹤0.01% 205

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

United Financial Planning Group's VTRS Position: Q2 2026 in Review

United Financial Planning Group reduced its Viatris (VTRS) stake by 50% in Q2 2026, selling an estimated $62 and leaving 4 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #464.

United Financial Planning Group first reported a position in VTRS in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.34K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • United Financial Planning Group held 4 shares of Viatris worth $64 as of Q2 2026.
  • United Financial Planning Group sold 4 Viatris shares in Q2 2026, an estimated $62.
  • Viatris made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #464 holding.
  • United Financial Planning Group first reported a position in Viatris in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Viatris position peaked at $3.34K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.