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Viatris shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Viatris (VTRS) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Viatris

Tip: Access up to 7 years of quarterly data

All positions including Viatris held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Viatris by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 16k 15.88
2021-12-31 $60k 4.5k 13.41

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Viatris

FMR
BlackRock
Vanguard Capital Management
Davis Selected Advisers
T. Rowe Price Associates
Vanguard Portfolio Management
State Street Corporation
Rubric Capital Management
Geode Capital Management
Dimensional Fund Advisors
Invesco
Deerfield Management Company
Ameriprise Financial
Morgan Stanley
Bank of New York Mellon

View all funds holding Viatris