ZF
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Zhang Financial’s Viatris VTRS Stock Holding History

Zhang Financial’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 		$397K Buy
25,004
+2,254
+10% +$34.9K 0.01% 292
2026
Q1 		$307K Sell
22,750
-1,137
-5% -$15.9K 0.01% 303
2025
Q4 		$297K Buy
23,887
+231
+1% +$2.49K 0.01% 276
2025
Q3 		$234K Sell
23,656
-44
-0.2% -$428 0.01% 293
2025
Q2 		$212K Sell
23,700
-163
-0.7% -$1.38K 0.01% 280
2025
Q1 		$208K Buy
23,863
+1,982
+9% +$20.8K 0.01% 288
2024
Q4 		$272K Buy
21,881
+305
+1% +$3.75K 0.02% 247
2024
Q3 		$250K Buy
21,576
+722
+3% +$8.33K 0.02% 245
2024
Q2 		$222K Buy
20,854
+5,422
+35% +$59.9K 0.02% 248
2024
Q1 		$184K Sell
15,432
-620
-4% -$7.47K 0.01% 264
2023
Q4 		$174K Buy
16,052
+539
+3% +$5.16K 0.01% 251
2023
Q3 		$153K Sell
15,513
-1,477
-9% -$15.4K 0.02% 229
2023
Q2 		$170K Sell
16,990
-649
-4% -$6.2K 0.02% 242
2023
Q1 		$170K Buy
17,639
+1,074
+6% +$11.9K 0.02% 226
2022
Q4 		$184K Buy
16,565
+460
+3% +$4.81K 0.02% 223
2022
Q3 		$137K Sell
16,105
-86
-0.5% -$846 0.02% 213
2022
Q2 		$170K Sell
16,191
-369
-2% -$4.04K 0.03% 209
2022
Q1 		$180K Buy
16,560
+1,249
+8% +$16.5K 0.03% 212
2021
Q4 		$207K Buy
15,311
+2,405
+19% +$32.1K 0.04% 197
2021
Q3 		$175K Buy
12,906
+1,069
+9% +$15.2K 0.04% 158
2021
Q2 		$169K Buy
+11,837
New +$171K 0.04% 141

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

Zhang Financial's VTRS Position: Q2 2026 in Review

Zhang Financial increased its Viatris (VTRS) stake by 9.9% in Q2 2026, buying an estimated $34.9K and bringing the position to 25,004 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #292.

Zhang Financial first reported a position in VTRS in Q2 2021 and has held it in 21 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Zhang Financial held 25,004 shares of Viatris worth $397K as of Q2 2026.
  • Zhang Financial bought 2,254 Viatris shares in Q2 2026, an estimated $34.9K.
  • Viatris made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #292 holding.
  • Zhang Financial first reported a position in Viatris in Q2 2021 and has held it in 21 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.