James T. Borello RIA
VTRS icon

James T. Borello RIA’s Viatris VTRS Stock Holding History

James T. Borello RIA’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 		$25.5K Buy
1,438
+7
+0.5% +$118 0.01% 362
2026
Q2 		$22.7K Buy
1,431
+93
+7% +$1.44K ﹤0.01% 385
2026
Q1 		$18.1K Buy
1,338
+525
+65% +$7.35K ﹤0.01% 396
2025
Q4 		$10.1K Buy
813
+10
+1% +$108 ﹤0.01% 411
2025
Q3 		$7.95K Buy
+803
New +$7.82K ﹤0.01% 347

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

James T. Borello RIA's VTRS Position: Q3 2026 in Review

James T. Borello RIA increased its Viatris (VTRS) stake by 0.49% in Q3 2026, buying an estimated $118 and bringing the position to 1,438 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #362.

James T. Borello RIA first reported a position in VTRS in Q3 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • James T. Borello RIA held 1,438 shares of Viatris worth $25.5K as of Q3 2026.
  • James T. Borello RIA bought 7 Viatris shares in Q3 2026, an estimated $118.
  • Viatris made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #362 holding.
  • James T. Borello RIA first reported a position in Viatris in Q3 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.