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VTRS icon

Bellevue Group’s Viatris VTRS Stock Holding History

Bellevue Group’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 		$251K Buy
+15,778
New +$245K 0.01% 123
2024
Q4 		– Sell
-39,283
Closed -$456K – 175
2024
Q3 		$456K Buy
39,283
+12,752
+48% +$147K 0.01% 132
2024
Q2 		$282K Buy
26,531
+12,016
+83% +$133K ﹤0.01% 141
2024
Q1 		$173K Sell
14,515
-3,488
-19% -$42K ﹤0.01% 156
2023
Q4 		$195K Sell
18,003
-158,845
-90% -$1.52M ﹤0.01% 149
2023
Q3 		$1.74M Buy
+176,848
New +$1.84M 0.03% 114
2021
Q1 		– Sell
-9,169
Closed -$172K – 230
2020
Q4 		$172K Buy
+9,169
New +$150K ﹤0.01% 221
2020
Q1 		– Sell
-80,000
Closed -$1.61M – 225
2019
Q4 		$1.61M Sell
80,000
-213,200
-73% -$3.97M 0.03% 139
2019
Q3 		$5.8M Buy
+293,200
New +$5.75M 0.11% 105
2019
Q2 		– Sell
-122,000
Closed -$3.46M – 215
2019
Q1 		$3.46M Sell
122,000
-74,950
-38% -$2.19M 0.19% 88
2018
Q4 		$5.4M Sell
196,950
-368,400
-65% -$11.9M 0.35% 66
2018
Q3 		$20.7M Buy
565,350
+63,000
+13% +$2.36M 1.31% 22
2018
Q2 		$18.2M Buy
502,350
+268,400
+115% +$10.5M 1.55% 23
2018
Q1 		$9.63M Sell
233,950
-2,350
-1% -$100K 0.95% 41
2017
Q4 		$10M Buy
236,300
+55,100
+30% +$2.11M 1.04% 39
2017
Q3 		$5.68M Sell
181,200
-82,000
-31% -$2.78M 0.59% 51
2017
Q2 		$10.2M Buy
263,200
+6,000
+2% +$230K 1.21% 32
2017
Q1 		$10M Buy
257,200
+21,500
+9% +$867K 1.34% 28
2016
Q4 		$8.99M Hold
235,700
– – 1.84% 18
2016
Q3 		$8.98M Buy
235,700
+116,000
+97% +$5.16M 1.62% 20
2016
Q2 		$5.18M Sell
119,700
-100,300
-46% -$4.44M 0.97% 36
2016
Q1 		$10.2M Buy
+220,000
New +$10.6M 1.85% 14

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

Bellevue Group's VTRS Position: Q2 2026 in Review

Bellevue Group opened a new position in Viatris (VTRS) in Q2 2026: 15,778 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #123 among its holdings. This is a return to the name: Bellevue Group previously reported a position in VTRS as recently as Q3 2024.

Bellevue Group first reported a position in VTRS in Q1 2016 and has held it in 22 quarters since. The position peaked at $20.7M in Q3 2018. 1,027 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Bellevue Group held 15,778 shares of Viatris worth $251K as of Q2 2026.
  • Viatris was a new Bellevue Group position in Q2 2026.
  • Viatris made up 0.01% of Bellevue Group's portfolio in Q2 2026, its #123 holding.
  • Bellevue Group first reported a position in Viatris in Q1 2016 and has held it in 22 quarters since.
  • Bellevue Group's Viatris position peaked at $20.7M in Q3 2018.
  • 1,027 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.