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Williams Jones Wealth Management’s Viatris VTRS Stock Holding History

Williams Jones Wealth Management’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 		$244K Sell
15,356
-592
-4% -$9.18K ﹤0.01% 481
2026
Q1 		$215K Buy
15,948
+341
+2% +$4.77K ﹤0.01% 469
2025
Q4 		$194K Buy
15,607
+695
+5% +$7.5K ﹤0.01% 475
2025
Q3 		$148K Sell
14,912
-3,517
-19% -$34.2K ﹤0.01% 479
2025
Q2 		$165K Sell
18,429
-2,686
-13% -$22.7K ﹤0.01% 476
2025
Q1 		$184K Sell
21,115
-496
-2% -$5.21K ﹤0.01% 461
2024
Q4 		$269K Buy
21,611
+570
+3% +$7K ﹤0.01% 427
2024
Q3 		$244K Hold
21,041
– – ﹤0.01% 461
2024
Q2 		$224K Sell
21,041
-2,122
-9% -$23.4K ﹤0.01% 465
2024
Q1 		$277K Sell
23,163
-782
-3% -$9.42K ﹤0.01% 445
2023
Q4 		$259K Buy
23,945
+977
+4% +$9.36K ﹤0.01% 443
2023
Q3 		$226K Sell
22,968
-688
-3% -$7.16K ﹤0.01% 464
2023
Q2 		$236K Sell
23,656
-14
-0.1% -$134 ﹤0.01% 458
2023
Q1 		$228K Buy
23,670
+1,531
+7% +$17K ﹤0.01% 488
2022
Q4 		$246K Sell
22,139
-757
-3% -$7.91K ﹤0.01% 475
2022
Q3 		$195K Sell
22,896
-3,169
-12% -$31.2K ﹤0.01% 517
2022
Q2 		$273K Buy
26,065
+13,595
+109% +$149K ﹤0.01% 474
2022
Q1 		$136K Buy
+12,470
New +$164K ﹤0.01% 499

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

Williams Jones Wealth Management's VTRS Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Viatris (VTRS) stake by 3.7% in Q2 2026, selling an estimated $9.18K and leaving 15,356 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Williams Jones Wealth Management first reported a position in VTRS in Q1 2022 and has held it in 18 quarters since. The position peaked at $277K in Q1 2024. 1,031 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Williams Jones Wealth Management held 15,356 shares of Viatris worth $244K as of Q2 2026.
  • Williams Jones Wealth Management sold 592 Viatris shares in Q2 2026, an estimated $9.18K.
  • Viatris made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Williams Jones Wealth Management first reported a position in Viatris in Q1 2022 and has held it in 18 quarters since.
  • Williams Jones Wealth Management's Viatris position peaked at $277K in Q1 2024.
  • 1,031 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.