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Virginia Estate & Retirement Planning Advisors’s Viatris VTRS Stock Holding History

Virginia Estate & Retirement Planning 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 		$3.62K Buy
228
+106
+87% +$1.64K ﹤0.01% 156
2026
Q1 		$1.65K Buy
+122
New +$1.71K ﹤0.01% 148

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

Virginia Estate & Retirement Planning Advisors's VTRS Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its Viatris (VTRS) stake by 87% in Q2 2026, buying an estimated $1.64K and bringing the position to 228 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Virginia Estate & Retirement Planning Advisors first reported a position in VTRS in Q1 2026 and has held it in 2 quarters since. 1,014 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 228 shares of Viatris worth $3.62K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 106 Viatris shares in Q2 2026, an estimated $1.64K.
  • Viatris made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #156 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Viatris in Q1 2026 and has held it in 2 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.