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Wilkerson Advisory Group’s Viatris VTRS Stock Holding History

Wilkerson Advisory Group’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 		$1.19K Sell
75
-47
-39% -$728 ﹤0.01% 571
2026
Q1 		$1.65K Sell
122
-16
-12% -$224 ﹤0.01% 546
2025
Q4 		$1.72K Buy
+138
New +$1.49K ﹤0.01% 521

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

Wilkerson Advisory Group's VTRS Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Viatris (VTRS) stake by 39% in Q2 2026, selling an estimated $728 and leaving 75 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Wilkerson Advisory Group first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Wilkerson Advisory Group held 75 shares of Viatris worth $1.19K as of Q2 2026.
  • Wilkerson Advisory Group sold 47 Viatris shares in Q2 2026, an estimated $728.
  • Viatris made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #571 holding.
  • Wilkerson Advisory Group first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Viatris position peaked at $1.72K in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.