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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
Q2 		$50.1K Sell
3,156
-31
-1% -$480 0.02% 404
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

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

Caldwell Sutter Capital's VTRS Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Viatris (VTRS) stake by 0.97% in Q2 2026, selling an estimated $480 and leaving 3,156 shares worth $50.1K. The position accounts for 0.02% of the portfolio, ranked #404.

Caldwell Sutter Capital first reported a position in VTRS in Q4 2022 and has held it in 15 quarters since. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Caldwell Sutter Capital held 3,156 shares of Viatris worth $50.1K as of Q2 2026.
  • Caldwell Sutter Capital sold 31 Viatris shares in Q2 2026, an estimated $480.
  • Viatris made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #404 holding.
  • Caldwell Sutter Capital first reported a position in Viatris in Q4 2022 and has held it in 15 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.