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USA Financial Formulas’s Viatris VTRS Stock Holding History

USA Financial Formulas’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 		$531K Buy
+33,430
New +$518K 0.1% 84
2018
Q4 		– Sell
-139,507
Closed -$5.04M – 412
2018
Q3 		$5.04M Buy
139,507
+36,071
+35% +$1.35M 1.28% 20
2018
Q2 		$4.26M Sell
103,436
-947
-0.9% -$37.2K 1.03% 21
2018
Q1 		$4.3M Buy
+104,383
New +$4.45M 1.04% 21

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

USA Financial Formulas's VTRS Position: Q2 2026 in Review

USA Financial Formulas opened a new position in Viatris (VTRS) in Q2 2026: 33,430 shares worth $531K. The stake represents 0.1% of the portfolio and ranks #84 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in VTRS as recently as Q3 2018.

USA Financial Formulas first reported a position in VTRS in Q1 2018 and has held it in 4 quarters since. The position peaked at $5.04M in Q3 2018. 1,029 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • USA Financial Formulas held 33,430 shares of Viatris worth $531K as of Q2 2026.
  • Viatris was a new USA Financial Formulas position in Q2 2026.
  • Viatris made up 0.1% of USA Financial Formulas's portfolio in Q2 2026, its #84 holding.
  • USA Financial Formulas first reported a position in Viatris in Q1 2018 and has held it in 4 quarters since.
  • USA Financial Formulas's Viatris position peaked at $5.04M in Q3 2018.
  • 1,029 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.