Caldwell Sutter Capital
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
Q3 		$54K Sell
3,046
-110
-3% -$1.86K 0.02% 385
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 $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Caldwell Sutter Capital's VTRS Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Viatris (VTRS) stake by 3.5% in Q3 2026, selling an estimated $1.86K and leaving 3,046 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #385.

Caldwell Sutter Capital first reported a position in VTRS in Q4 2022 and has held it in 16 quarters since. 639 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Caldwell Sutter Capital held 3,046 shares of Viatris worth $54K as of Q3 2026.
  • Caldwell Sutter Capital sold 110 Viatris shares in Q3 2026, an estimated $1.86K.
  • Viatris made up 0.02% of Caldwell Sutter Capital's portfolio in Q3 2026, its #385 holding.
  • Caldwell Sutter Capital first reported a position in Viatris in Q4 2022 and has held it in 16 quarters since.
  • 639 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.