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Vision Retirement’s Viatris VTRS Stock Holding History

Vision Retirement’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 		$1.72K Buy
109
+1
+0.9% +$15 ﹤0.01% 572
2026
Q1 		$1.46K Sell
108
-110
-50% -$1.54K ﹤0.01% 577
2025
Q4 		$2.72K Buy
+218
New +$2.35K ﹤0.01% 527

Other funds holding VTRS

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vision Retirement's VTRS Position: Q2 2026 in Review

Vision Retirement increased its Viatris (VTRS) stake by 0.93% in Q2 2026, buying an estimated $15 and bringing the position to 109 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Vision Retirement first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.72K in Q4 2025. 969 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Vision Retirement held 109 shares of Viatris worth $1.72K as of Q2 2026.
  • Vision Retirement bought 1 Viatris share in Q2 2026, an estimated $15.
  • Viatris made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #572 holding.
  • Vision Retirement first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Viatris position peaked at $2.72K in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.