AIM
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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
Q2 		$1.04M Sell
65,637
-6,497
-9% -$101K 0.62% 39
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

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

Athena Investment Management's VTRS Position: Q2 2026 in Review

Athena Investment Management reduced its Viatris (VTRS) stake by 9% in Q2 2026, selling an estimated $101K and leaving 65,637 shares worth $1.04M. The position accounts for 0.62% of the portfolio, ranked #39.

Athena Investment Management first reported a position in VTRS in Q1 2022 and has held it in 18 quarters since. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Athena Investment Management held 65,637 shares of Viatris worth $1.04M as of Q2 2026.
  • Athena Investment Management sold 6,497 Viatris shares in Q2 2026, an estimated $101K.
  • Viatris made up 0.62% of Athena Investment Management's portfolio in Q2 2026, its #39 holding.
  • Athena Investment Management first reported a position in Viatris in Q1 2022 and has held it in 18 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.