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Capital Advisors Ltd’s Viatris VTRS Stock Holding History

Capital Advisors Ltd’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 		$29K Buy
1,855
+197
+12% +$3.05K ﹤0.01% 612
2026
Q1 		$22K Buy
1,658
+3
+0.2% +$42 ﹤0.01% 653
2025
Q4 		$21K Buy
1,655
+4
+0.2% +$43 ﹤0.01% 652
2025
Q3 		$16K Buy
1,651
+4
+0.2% +$39 ﹤0.01% 701
2025
Q2 		$15K Buy
1,647
+1,024
+164% +$8.66K ﹤0.01% 699
2025
Q1 		$5K Sell
623
-29
-4% -$304 ﹤0.01% 933
2024
Q4 		$8K Buy
652
+3
+0.5% +$37 ﹤0.01% 842
2024
Q3 		$8K Buy
649
+4
+0.6% +$46 ﹤0.01% 835
2024
Q2 		$7K Buy
645
+3
+0.5% +$33 ﹤0.01% 856
2024
Q1 		$8K Buy
642
+4
+0.6% +$48 ﹤0.01% 775
2023
Q4 		$7K Sell
638
-22
-3% -$211 ﹤0.01% 771
2023
Q3 		$7K Sell
660
-233
-26% -$2.43K ﹤0.01% 748
2023
Q2 		$9K Buy
893
+428
+92% +$4.09K ﹤0.01% 721
2023
Q1 		$4K Sell
465
-421
-48% -$4.67K ﹤0.01% 776
2022
Q4 		$10K Sell
886
-31
-3% -$324 ﹤0.01% 567
2022
Q3 		$8K Buy
917
+150
+20% +$1.48K ﹤0.01% 577
2022
Q2 		$8K Buy
767
+73
+11% +$800 ﹤0.01% 535
2022
Q1 		$8K Sell
694
-568
-45% -$7.48K ﹤0.01% 552
2021
Q4 		$17K Buy
1,262
+137
+12% +$1.83K ﹤0.01% 452
2021
Q3 		$15K Buy
1,125
+4
+0.4% +$57 ﹤0.01% 402
2021
Q2 		$16K Sell
1,121
-158
-12% -$2.29K ﹤0.01% 385
2021
Q1 		$18K Sell
1,279
-14
-1% -$228 ﹤0.01% 366
2020
Q4 		$24K Buy
+1,293
New +$21.1K 0.01% 332

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

Capital Advisors Ltd's VTRS Position: Q2 2026 in Review

Capital Advisors Ltd increased its Viatris (VTRS) stake by 12% in Q2 2026, buying an estimated $3.05K and bringing the position to 1,855 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Capital Advisors Ltd first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Capital Advisors Ltd held 1,855 shares of Viatris worth $29K as of Q2 2026.
  • Capital Advisors Ltd bought 197 Viatris shares in Q2 2026, an estimated $3.05K.
  • Viatris made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #612 holding.
  • Capital Advisors Ltd first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.