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Whipplewood Advisors’s Viatris VTRS Stock Holding History

Whipplewood 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
-119
Closed -$1.61K – 1024
2026
Q1 		$1.61K Buy
+119
New +$1.67K ﹤0.01% 808
2025
Q3 		– Sell
-119
Closed -$1.06K – 1145
2025
Q2 		$1.06K Sell
119
-191
-62% -$1.61K ﹤0.01% 1009
2025
Q1 		$1.04K Buy
310
+151
+95% +$1.58K ﹤0.01% 1020
2024
Q4 		$1.98K Buy
+159
New +$1.95K ﹤0.01% 886

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's VTRS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Viatris (VTRS) in Q2 2026, closing a stake of 119 shares — an estimated $1.61K sold.

Whipplewood Advisors first reported a position in VTRS in Q4 2024 and held it in 4 quarters. The position peaked at $1.98K in Q4 2024. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Whipplewood Advisors reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 119 Viatris shares in Q2 2026, an estimated $1.61K.
  • Whipplewood Advisors first reported a position in Viatris in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Viatris position peaked at $1.98K in Q4 2024.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.