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Wakefield Asset Management’s Viatris VTRS Stock Holding History

Wakefield Asset Management’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 		$569K Buy
+35,837
New +$555K 0.13% 179

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

Wakefield Asset Management's VTRS Position: Q2 2026 in Review

Wakefield Asset Management opened a new position in Viatris (VTRS) in Q2 2026: 35,837 shares worth $569K. The stake represents 0.13% of the portfolio and ranks #179 among its holdings.

1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Wakefield Asset Management held 35,837 shares of Viatris worth $569K as of Q2 2026.
  • Viatris was a new Wakefield Asset Management position in Q2 2026.
  • Viatris made up 0.13% of Wakefield Asset Management's portfolio in Q2 2026, its #179 holding.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.