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WBI Investments’s Viatris VTRS Stock Holding History

WBI Investments’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 		$196K Buy
+12,370
New +$192K 0.05% 286
2025
Q2 		– Sell
-14,274
Closed -$124K – 330
2025
Q1 		$124K Buy
+14,274
New +$150K 0.03% 226
2024
Q2 		– Sell
-125,494
Closed -$1.5M – 234
2024
Q1 		$1.5M Sell
125,494
-262,321
-68% -$3.16M 0.31% 84
2023
Q4 		$4.2M Buy
387,815
+183,747
+90% +$1.76M 0.84% 27
2023
Q3 		$2.01M Sell
204,068
-112,886
-36% -$1.18M 0.4% 75
2023
Q2 		$3.16M Sell
316,954
-145,467
-31% -$1.39M 0.57% 41
2023
Q1 		$4.45M Buy
462,421
+437,327
+1,743% +$4.85M 0.89% 19
2022
Q4 		$279K Buy
25,094
+7,375
+42% +$77.1K 0.06% 141
2022
Q3 		$138K Buy
+17,719
New +$174K 0.04% 109
2022
Q2 		– Sell
-82,196
Closed -$894K – 209
2022
Q1 		$894K Buy
+82,196
New +$1.08M 0.14% 120

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

WBI Investments's VTRS Position: Q2 2026 in Review

WBI Investments opened a new position in Viatris (VTRS) in Q2 2026: 12,370 shares worth $196K. The stake represents 0.05% of the portfolio and ranks #286 among its holdings. This is a return to the name: WBI Investments previously reported a position in VTRS as recently as Q1 2025.

WBI Investments first reported a position in VTRS in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.45M in Q1 2023. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • WBI Investments held 12,370 shares of Viatris worth $196K as of Q2 2026.
  • Viatris was a new WBI Investments position in Q2 2026.
  • Viatris made up 0.05% of WBI Investments's portfolio in Q2 2026, its #286 holding.
  • WBI Investments first reported a position in Viatris in Q1 2022 and has held it in 10 quarters since.
  • WBI Investments's Viatris position peaked at $4.45M in Q1 2023.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.