WestEnd Advisors
VTRS icon

WestEnd Advisors’s Viatris VTRS Stock Holding History

WestEnd 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
Q3 		$620 Hold
35
– – ﹤0.01% 343
2026
Q2 		$556 Buy
35
+4
+13% +$62 ﹤0.01% 334
2026
Q1 		$419 Hold
31
– – ﹤0.01% 324
2025
Q4 		$386 Sell
31
-3
-9% -$32 ﹤0.01% 330
2025
Q3 		$337 Sell
34
-17
-33% -$165 ﹤0.01% 345
2025
Q2 		$455 Buy
51
+5
+11% +$42 ﹤0.01% 286
2025
Q1 		$401 Buy
46
+30
+188% +$315 ﹤0.01% 292
2024
Q4 		$199 Buy
16
+3
+23% +$37 ﹤0.01% 258
2024
Q3 		$151 Sell
13
-2
-13% -$23 ﹤0.01% 324
2024
Q2 		$159 Sell
15
-5
-25% -$55 ﹤0.01% 283
2024
Q1 		$239 Buy
20
+2
+11% +$24 ﹤0.01% 233
2023
Q4 		$195 Buy
18
+1
+6% +$10 ﹤0.01% 238
2023
Q3 		$168 Buy
+17
New +$177 ﹤0.01% 241
2023
Q1 		– Sell
-14
Closed -$155 – 257
2022
Q4 		$156 Sell
14
-2
-13% -$21 ﹤0.01% 249
2022
Q3 		$0 Buy
16
+1
+7% +$10 ﹤0.01% 327
2022
Q2 		$157 Buy
+15
New +$164 ﹤0.01% 237
2022
Q1 		– Sell
-9
Closed -$119 – 276
2021
Q4 		$121 Buy
+9
New +$120 ﹤0.01% 324
2021
Q3 		– Hold
0
– – – 309
2021
Q2 		– Hold
0
– – – 290

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WestEnd Advisors's VTRS Position: Q3 2026 in Review

WestEnd Advisors held its Viatris (VTRS) position steady in Q3 2026 at 35 shares worth $620. The position accounts for ﹤0.01% of the portfolio, ranked #343.

WestEnd Advisors first reported a position in VTRS in Q4 2021 and has held it in 17 quarters since. 864 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • WestEnd Advisors held 35 shares of Viatris worth $620 as of Q3 2026.
  • WestEnd Advisors left its Viatris share count unchanged in Q3 2026.
  • Viatris made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #343 holding.
  • WestEnd Advisors first reported a position in Viatris in Q4 2021 and has held it in 17 quarters since.
  • 864 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.