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Planning Strategies Inc.’s Viatris VTRS Stock Holding History

Planning Strategies Inc.’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 		$3.51K Buy
+221
New +$3.42K ﹤0.01% 475

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Planning Strategies Inc.'s VTRS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Viatris (VTRS) in Q2 2026: 221 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings.

366 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Planning Strategies Inc. held 221 shares of Viatris worth $3.51K as of Q2 2026.
  • Viatris was a new Planning Strategies Inc. position in Q2 2026.
  • Viatris made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #475 holding.
  • 366 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.