AIM
VTRS icon

Athena Investment Management’s Viatris VTRS Stock Holding History

Athena Investment Management’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
Q1 		$975K Buy
72,134
+8,250
+13% +$115K 0.51% 51
2025
Q4 		$795K Buy
63,884
+2,391
+4% +$25.8K 0.41% 63
2025
Q3 		$609K Buy
61,493
+645
+1% +$6.28K 0.32% 79
2025
Q2 		$543K Buy
60,848
+1,640
+3% +$13.9K 0.3% 83
2025
Q1 		$516K Buy
59,208
+5,714
+11% +$60K 0.31% 74
2024
Q4 		$666K Buy
53,494
+11,739
+28% +$144K 0.39% 62
2024
Q3 		$485K Sell
41,755
-58
-0.1% -$669 0.28% 87
2024
Q2 		$444K Sell
41,813
-432
-1% -$4.77K 0.27% 86
2024
Q1 		$504K Sell
42,245
-44
-0.1% -$530 0.3% 79
2023
Q4 		$458K Buy
42,289
+5
+0% +$48 0.3% 78
2023
Q3 		$417K Sell
42,284
-37
-0.1% -$385 0.3% 81
2023
Q2 		$422K Sell
42,321
-357
-0.8% -$3.41K 0.29% 81
2023
Q1 		$411K Buy
42,678
+168
+0.4% +$1.86K 0.3% 79
2022
Q4 		$473K Sell
42,510
-314
-0.7% -$3.28K 0.35% 67
2022
Q3 		$365K Hold
42,824
– – 0.31% 80
2022
Q2 		$448K Sell
42,824
-78
-0.2% -$855 0.35% 65
2022
Q1 		$470K Buy
+42,902
New +$565K 0.36% 62

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Athena Investment Management's VTRS Position: Q1 2026 in Review

Athena Investment Management increased its Viatris (VTRS) stake by 13% in Q1 2026, buying an estimated $115K and bringing the position to 72,134 shares worth $975K. The position accounts for 0.51% of the portfolio, ranked #51.

Athena Investment Management first reported a position in VTRS in Q1 2022 and has held it in 17 quarters since. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Athena Investment Management held 72,134 shares of Viatris worth $975K as of Q1 2026.
  • Athena Investment Management bought 8,250 Viatris shares in Q1 2026, an estimated $115K.
  • Viatris made up 0.51% of Athena Investment Management's portfolio in Q1 2026, its #51 holding.
  • Athena Investment Management first reported a position in Viatris in Q1 2022 and has held it in 17 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.