West Branch Capital’s Viatris VTRS Stock Holding History

West Branch Capital’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	$4.65K	Hold	293	–	–	﹤0.01%	275
2026 Q1	$3.96K	Hold	293	–	–	﹤0.01%	285
2025 Q4	$3.65K	Hold	293	–	–	﹤0.01%	327
2025 Q3	$2.9K	Hold	293	–	–	﹤0.01%	351
2025 Q2	$2.62K	Hold	293	–	–	﹤0.01%	364
2025 Q1	$2.55K	Hold	293	–	–	﹤0.01%	388
2024 Q4	$3.65K	Hold	293	–	–	﹤0.01%	352
2024 Q3	$3.4K	Hold	293	–	–	﹤0.01%	357
2024 Q2	$3.12K	Hold	293	–	–	﹤0.01%	360
2024 Q1	$3.5K	Hold	293	–	–	﹤0.01%	356
2023 Q4	$3.17K	Sell	293 -265	-47%	-$2.54K	﹤0.01%	373
2023 Q3	$5.5K	Hold	558	–	–	﹤0.01%	327
2023 Q2	$5.57K	Hold	558	–	–	﹤0.01%	338
2023 Q1	$5.37K	Sell	558 -22	-4%	-$244	﹤0.01%	348
2022 Q4	$6.46K	Sell	580 -27	-4%	-$282	﹤0.01%	318
2022 Q3	$5K	Sell	607 -15	-2%	-$148	﹤0.01%	357
2022 Q2	$7K	Buy	622 +4	+0.6%	+$44	﹤0.01%	313
2022 Q1	$7K	Sell	618 -116	-16%	-$1.53K	﹤0.01%	331
2021 Q4	$10K	Hold	734	–	–	﹤0.01%	330
2021 Q3	$10K	Hold	734	–	–	﹤0.01%	315
2021 Q2	$10K	Buy	+734	New	+$10.6K	﹤0.01%	330

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

West Branch Capital's VTRS Position: Q2 2026 in Review

West Branch Capital held its Viatris (VTRS) position steady in Q2 2026 at 293 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

West Branch Capital first reported a position in VTRS in Q2 2021 and has held it in 21 quarters since. The position peaked at $10K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

West Branch Capital held 293 shares of Viatris worth $4.65K as of Q2 2026.
West Branch Capital left its Viatris share count unchanged in Q2 2026.
Viatris made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #275 holding.
West Branch Capital first reported a position in Viatris in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Viatris position peaked at $10K in Q4 2021.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.