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Wealth Preservation Advisors’s Viatris VTRS Stock Holding History

Wealth Preservation 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 		– Sell
-113
Closed -$1.53K – 932
2026
Q1 		$1.53K Buy
113
+89
+371% +$1.25K ﹤0.01% 633
2025
Q4 		$299 Hold
24
– – ﹤0.01% 586
2025
Q3 		$238 Sell
24
-33
-58% -$321 ﹤0.01% 560
2025
Q2 		$509 Hold
57
– – ﹤0.01% 553
2025
Q1 		$496 Buy
+57
New +$598 ﹤0.01% 533

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

Wealth Preservation Advisors's VTRS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Viatris (VTRS) in Q2 2026, closing a stake of 113 shares — an estimated $1.53K sold.

Wealth Preservation Advisors first reported a position in VTRS in Q1 2025 and held it in 5 quarters. The position peaked at $1.53K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 113 Viatris shares in Q2 2026, an estimated $1.53K.
  • Wealth Preservation Advisors first reported a position in Viatris in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Viatris position peaked at $1.53K in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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