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Valued Wealth Advisors’s Viatris VTRS Stock Holding History

Valued 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 		$6.92K Buy
436
+105
+32% +$1.63K ﹤0.01% 376
2026
Q1 		$4.48K Buy
331
+252
+319% +$3.53K ﹤0.01% 421
2025
Q4 		$983 Buy
79
+14
+22% +$151 ﹤0.01% 473
2025
Q3 		$647 Sell
65
-11
-14% -$107 ﹤0.01% 497
2025
Q2 		$675 Sell
76
-129
-63% -$1.09K ﹤0.01% 492
2025
Q1 		$1.78K Sell
205
-97
-32% -$1.02K ﹤0.01% 423
2024
Q4 		$3.75K Buy
302
+113
+60% +$1.39K ﹤0.01% 338
2024
Q3 		$2.2K Sell
189
-8
-4% -$92 ﹤0.01% 357
2024
Q2 		$2.1K Buy
197
+54
+38% +$597 ﹤0.01% 360
2024
Q1 		$1.71K Buy
143
+92
+180% +$1.11K ﹤0.01% 375
2023
Q4 		$500 Buy
+51
New +$488 ﹤0.01% 436

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's VTRS Position: Q2 2026 in Review

Valued Wealth Advisors increased its Viatris (VTRS) stake by 32% in Q2 2026, buying an estimated $1.63K and bringing the position to 436 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Valued Wealth Advisors first reported a position in VTRS in Q4 2023 and has held it in 11 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Valued Wealth Advisors held 436 shares of Viatris worth $6.92K as of Q2 2026.
  • Valued Wealth Advisors bought 105 Viatris shares in Q2 2026, an estimated $1.63K.
  • Viatris made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • Valued Wealth Advisors first reported a position in Viatris in Q4 2023 and has held it in 11 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.