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Wealth Enhancement Trust Services’s Viatris VTRS Stock Holding History

Wealth Enhancement Trust 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 		$90.5K Hold
5,696
– – 0.01% 388
2026
Q1 		$77K Hold
5,696
– – 0.01% 393
2025
Q4 		$70.9K Buy
+5,696
New +$61.5K 0.01% 385

Other funds holding VTRS

BlackRock
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DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Viatris (VTRS) position steady in Q2 2026 at 5,696 shares worth $90.5K. The position accounts for 0.01% of the portfolio, ranked #388.

Wealth Enhancement Trust Services first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 770 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,696 shares of Viatris worth $90.5K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Viatris share count unchanged in Q2 2026.
  • Viatris made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #388 holding.
  • Wealth Enhancement Trust Services first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 770 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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