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Waypoint Wealth Counsel’s Viatris VTRS Stock Holding History

Waypoint Wealth Counsel’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
Q1 		– Sell
-10,628
Closed -$132K – 297
2025
Q4 		$132K Buy
10,628
+145
+1% +$1.56K 0.05% 277
2025
Q3 		$104K Buy
+10,483
New +$102K 0.04% 262

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Rubric Capital Management (New York)
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waypoint Wealth Counsel's VTRS Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Viatris (VTRS) in Q1 2026, closing a stake of 10,628 shares — an estimated $132K sold.

Waypoint Wealth Counsel first reported a position in VTRS in Q3 2025 and held it in 2 quarters. The position peaked at $132K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 10,628 Viatris shares in Q1 2026, an estimated $132K.
  • Waypoint Wealth Counsel first reported a position in Viatris in Q3 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Viatris position peaked at $132K in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.