Wealthspire Advisors (New York)’s Viatris VTRS Stock Holding History

Wealthspire Advisors (New York)’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	-17,291	Closed	-$215K	–	1105
2025 Q4	$215K	Buy	17,291 +10,334	+149%	+$111K	﹤0.01%	941
2025 Q3	$68.9K	Buy	+6,957	New	+$67.7K	﹤0.01%	1129
2021 Q4	–	Sell	-13,198	Closed	-$179K	–	632
2021 Q3	$179K	Buy	13,198 +910	+7%	+$12.9K	﹤0.01%	555
2021 Q2	$176K	Sell	12,288 -8,960	-42%	-$130K	﹤0.01%	356
2021 Q1	$297K	Sell	21,248 -1,819	-8%	-$29.6K	0.01%	552
2020 Q4	$432K	Buy	+23,067	New	+$376K	0.01%	334
2019 Q1	–	Sell	-302	Closed	-$8K	–	781
2018 Q4	$8K	Buy	+302	New	+$9.79K	﹤0.01%	571

Other funds holding VTRS

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s VTRS Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Viatris (VTRS) in Q1 2026, closing a stake of 17,291 shares — an estimated $215K sold.

Wealthspire Advisors (New York) first reported a position in VTRS in Q4 2018 and held it in 7 quarters. The position peaked at $432K in Q4 2020. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 17,291 Viatris shares in Q1 2026, an estimated $215K.
Wealthspire Advisors (New York) first reported a position in Viatris in Q4 2018 and held it in 7 quarters.
Wealthspire Advisors (New York)'s Viatris position peaked at $432K in Q4 2020.
1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.