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Waverly Advisors’s Viatris VTRS Stock Holding History

Waverly 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 		$285K Buy
17,946
+1,433
+9% +$22.2K ﹤0.01% 1441
2026
Q1 		$223K Buy
16,513
+3,161
+24% +$44.2K ﹤0.01% 1445
2025
Q4 		$166K Buy
13,352
+3,310
+33% +$35.7K ﹤0.01% 1400
2025
Q3 		$99.4K Buy
+10,042
New +$97.7K ﹤0.01% 1254
2015
Q4 		– Sell
-508
Closed -$20K – 389
2015
Q3 		$20K Buy
+508
New +$28.3K 0.01% 274

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

Waverly Advisors's VTRS Position: Q2 2026 in Review

Waverly Advisors increased its Viatris (VTRS) stake by 8.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 17,946 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Waverly Advisors first reported a position in VTRS in Q3 2015 and has held it in 5 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Waverly Advisors held 17,946 shares of Viatris worth $285K as of Q2 2026.
  • Waverly Advisors bought 1,433 Viatris shares in Q2 2026, an estimated $22.2K.
  • Viatris made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1441 holding.
  • Waverly Advisors first reported a position in Viatris in Q3 2015 and has held it in 5 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.