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VTRS icon

Caldwell Sutter Capital’s Viatris VTRS Stock Holding History

Caldwell Sutter Capital’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 		$43.1K Sell
3,187
-10
-0.3% -$140 0.02% 395
2025
Q4 		$39.8K Buy
3,197
+90
+3% +$971 0.02% 394
2025
Q3 		$30.8K Buy
3,107
+144
+5% +$1.4K 0.01% 424
2025
Q2 		$26.5K Buy
2,963
+622
+27% +$5.26K 0.01% 430
2025
Q1 		$20.4K Sell
2,341
-123
-5% -$1.29K 0.01% 459
2024
Q4 		$30.7K Buy
2,464
+497
+25% +$6.11K 0.01% 422
2024
Q3 		$22.8K Hold
1,967
– – 0.01% 468
2024
Q2 		$20.9K Sell
1,967
-17
-0.9% -$188 0.01% 477
2024
Q1 		$23.7K Buy
1,984
+53
+3% +$638 0.01% 452
2023
Q4 		$20.9K Buy
1,931
+47
+2% +$450 0.01% 461
2023
Q3 		$18.6K Sell
1,884
-1,035
-35% -$10.8K 0.01% 455
2023
Q2 		$29.1K Buy
2,919
+1,183
+68% +$11.3K 0.02% 388
2023
Q1 		$16.7K Buy
1,736
+1,372
+377% +$15.2K 0.01% 359
2022
Q4 		$4.05K Buy
+364
New +$3.8K ﹤0.01% 287

Other funds holding VTRS

BlackRock
BlackRock New York $5.7T 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 $8.16B 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 $653B AUM 32.41% 1-Year Est. Return