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VSM Wealth Advisory’s Viatris VTRS Stock Holding History

VSM Wealth Advisory’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 		$238 Hold
15
– – ﹤0.01% 491
2026
Q1 		$203 Hold
15
– – ﹤0.01% 486
2025
Q4 		$187 Hold
15
– – ﹤0.01% 436
2025
Q3 		$149 Hold
15
– – ﹤0.01% 429
2025
Q2 		$134 Hold
15
– – ﹤0.01% 499
2025
Q1 		$131 Hold
15
– – ﹤0.01% 485
2024
Q4 		$187 Buy
+15
New +$184 ﹤0.01% 463

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

VSM Wealth Advisory's VTRS Position: Q2 2026 in Review

VSM Wealth Advisory held its Viatris (VTRS) position steady in Q2 2026 at 15 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #491.

VSM Wealth Advisory first reported a position in VTRS in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • VSM Wealth Advisory held 15 shares of Viatris worth $238 as of Q2 2026.
  • VSM Wealth Advisory left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #491 holding.
  • VSM Wealth Advisory first reported a position in Viatris in Q4 2024 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.