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Belpointe Asset Management’s Viatris VTRS Stock Holding History

Belpointe Asset 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 		– Sell
-12,591
Closed -$157K – 1193
2025
Q4 		$157K Sell
12,591
-28
-0.2% -$302 0.01% 986
2025
Q3 		$125K Buy
+12,619
New +$123K ﹤0.01% 954
2024
Q2 		– Sell
-10,288
Closed -$123K – 942
2024
Q1 		$123K Sell
10,288
-2,478
-19% -$29.8K 0.01% 764
2023
Q4 		$138K Buy
12,766
+1,507
+13% +$14.4K 0.01% 676
2023
Q3 		$111K Buy
11,259
+1,070
+11% +$11.1K 0.01% 629
2023
Q2 		$102K Buy
10,189
+3,757
+58% +$35.9K 0.01% 594
2023
Q1 		$61.9K Buy
6,432
+2,228
+53% +$24.7K ﹤0.01% 1587
2022
Q4 		$46.8K Buy
+4,204
New +$43.9K ﹤0.01% 1654
2021
Q1 		– Sell
-14,692
Closed -$275K – 1080
2020
Q4 		$275K Buy
+14,692
New +$240K 0.02% 590

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Belpointe Asset Management's VTRS Position: Q1 2026 in Review

Belpointe Asset Management sold out of Viatris (VTRS) in Q1 2026, closing a stake of 12,591 shares — an estimated $157K sold.

Belpointe Asset Management first reported a position in VTRS in Q4 2020 and held it in 9 quarters. The position peaked at $275K in Q4 2020. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Belpointe Asset Management reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 12,591 Viatris shares in Q1 2026, an estimated $157K.
  • Belpointe Asset Management first reported a position in Viatris in Q4 2020 and held it in 9 quarters.
  • Belpointe Asset Management's Viatris position peaked at $275K in Q4 2020.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.