Wealth Enhancement Advisory Services’s Viatris VTRS Stock Holding History

Wealth Enhancement Advisory Services’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	$5.9M	Buy	362,617 +40,499	+13%	+$628K	0.01%	912
2026 Q1	$4.33M	Sell	322,118 -23,049	-7%	-$323K	0.01%	959
2025 Q4	$4.28M	Buy	345,167 +21,969	+7%	+$237K	0.01%	1096
2025 Q3	$3.28M	Buy	323,198 +22,798	+8%	+$222K	0.01%	1171
2025 Q2	$2.8M	Buy	300,400 +45,411	+18%	+$384K	﹤0.01%	1194
2025 Q1	$2.22M	Buy	254,989 +157,855	+163%	+$1.66M	﹤0.01%	1191
2024 Q4	$1.21M	Buy	97,134 +18,284	+23%	+$225K	﹤0.01%	1445
2024 Q3	$915K	Sell	78,850 -742	-0.9%	-$8.56K	﹤0.01%	1456
2024 Q2	$846K	Sell	79,592 -1,687	-2%	-$18.6K	﹤0.01%	1360
2024 Q1	$970K	Buy	81,279 +869	+1%	+$10.5K	﹤0.01%	1252
2023 Q4	$871K	Buy	80,410 +1,537	+2%	+$14.7K	﹤0.01%	1227
2023 Q3	$778K	Buy	+78,873	New	+$821K	﹤0.01%	1201
2018 Q4	–	Sell	-26,778	Closed	-$818K	–	210
2018 Q3	$818K	Sell	26,778 -4,088	-13%	-$153K	0.05%	133
2018 Q2	$1.15M	Buy	+30,866	New	+$1.21M	0.07%	105

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTRS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Viatris (VTRS) stake by 13% in Q2 2026, buying an estimated $628K and bringing the position to 362,617 shares worth $5.9M. The position accounts for 0.01% of the portfolio, ranked #912.

Wealth Enhancement Advisory Services first reported a position in VTRS in Q2 2018 and has held it in 14 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Wealth Enhancement Advisory Services held 362,617 shares of Viatris worth $5.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 40,499 Viatris shares in Q2 2026, an estimated $628K.
Viatris made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #912 holding.
Wealth Enhancement Advisory Services first reported a position in Viatris in Q2 2018 and has held it in 14 quarters since.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.