WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VTRS VIATRIS INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  11 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VIATRIS INC (VTRS) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows VTRS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in VIATRIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTRS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held VTRS — position size vs. price
% of Fund (quarterly)    VTRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 322,118 -23,049 -6.7% 0.01% $4.3M 2026-04-08 $13.47
2025 Q4 ADDED 345,167 +21,969 +6.8% 0.01% $4.3M 2026-01-08 $12.40
2025 Q3 ADDED 323,198 +22,798 +7.6% 0.00% $3.3M 2025-10-29 $9.99
2025 Q2 ADDED 300,400 +45,411 +17.8% 0.00% $2.8M 2025-07-10 $8.90
2025 Q1 ADDED 254,989 +175,615 +221.3% 0.00% $2.2M 2025-04-16 $7.01
2024 Q4 ADDED 79,374 +524 +0.7% 0.00% $922K 2025-01-10 $10.93
2024 Q3 REDUCED 78,850 -742 -0.9% 0.00% $915K 2024-10-24 $10.66
2024 Q2 REDUCED 79,592 -1,687 -2.1% 0.00% $846K 2024-07-16 $10.45
2024 Q1 ADDED 81,279 +869 +1.1% 0.00% $970K 2024-04-15 $10.28
2023 Q4 ADDED 80,410 +1,537 +1.9% 0.00% $871K 2024-01-30 $10.63
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and VTRS

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning VTRS?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VTRS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTRS position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for VTRS was 0.01% in 2026 Q1.

What is the latest reported VTRS position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 322,118 shares, equal to 0.01% of portfolio, with an estimated market value of $4.3M.

What does the chart on this VTRS ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly VTRS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their VTRS position?

Based on 13F filing dates vs. subsequent VTRS price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on VTRS relative to SPY over the holding period was +2.8%.

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