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Capital Analysts LLC’s Viatris VTRS Stock Holding History

Capital Analysts LLC’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 		$7K Buy
468
+3
+0.6% +$46 ﹤0.01% 1356
2026
Q1 		$6K Buy
465
+2
+0.4% +$28 ﹤0.01% 1348
2025
Q4 		$6K Buy
463
+3
+0.7% +$32 ﹤0.01% 1331
2025
Q3 		$4K Sell
460
-8
-2% -$78 ﹤0.01% 1341
2025
Q2 		$4K Buy
468
+16
+4% +$135 ﹤0.01% 1282
2025
Q1 		$4K Sell
452
-107
-19% -$1.12K ﹤0.01% 1268
2024
Q4 		$7K Buy
559
+128
+30% +$1.57K ﹤0.01% 1126
2024
Q3 		$5K Buy
431
+48
+13% +$554 ﹤0.01% 1137
2024
Q2 		$4K Sell
383
-20
-5% -$221 ﹤0.01% 1070
2024
Q1 		$5K Buy
403
+4
+1% +$48 ﹤0.01% 993
2023
Q4 		$4K Sell
399
-1,689
-81% -$16.2K ﹤0.01% 981
2023
Q3 		$21K Sell
2,088
-67
-3% -$698 ﹤0.01% 765
2023
Q2 		$22K Buy
2,155
+4
+0.2% +$38 ﹤0.01% 711
2023
Q1 		$20K Sell
2,151
-52
-2% -$577 ﹤0.01% 735
2022
Q4 		$24K Sell
2,203
-59
-3% -$617 ﹤0.01% 734
2022
Q3 		$19K Sell
2,262
-197
-8% -$1.94K ﹤0.01% 728
2022
Q2 		$26K Sell
2,459
-35
-1% -$384 ﹤0.01% 662
2022
Q1 		$27K Sell
2,494
-746
-23% -$9.83K ﹤0.01% 640
2021
Q4 		$44K Buy
3,240
+1,344
+71% +$17.9K ﹤0.01% 595
2021
Q3 		$26K Buy
1,896
+411
+28% +$5.83K ﹤0.01% 668
2021
Q2 		$21K Sell
1,485
-465
-24% -$6.73K ﹤0.01% 667
2021
Q1 		$27K Sell
1,950
-3,068
-61% -$50K ﹤0.01% 671
2020
Q4 		$94K Buy
+5,018
New +$81.8K 0.01% 320
2014
Q3 		– Sell
-242
Closed -$12.5K – 399
2014
Q2 		$12.5K Hold
242
– – ﹤0.01% 328
2014
Q1 		$11.8K Sell
242
-53,119
-100% -$2.58M ﹤0.01% 308
2013
Q4 		$2.32M Sell
53,361
-2,116
-4% -$87K 0.63% 34
2013
Q3 		$2.12M Sell
55,477
-1,639
-3% -$57.7K 0.63% 36
2013
Q2 		$1.77M Buy
+57,116
New +$1.71M 0.56% 41

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 Analysts LLC's VTRS Position: Q2 2026 in Review

Capital Analysts LLC increased its Viatris (VTRS) stake by 0.65% in Q2 2026, buying an estimated $46 and bringing the position to 468 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Capital Analysts LLC first reported a position in VTRS in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.32M in Q4 2013. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Capital Analysts LLC held 468 shares of Viatris worth $7K as of Q2 2026.
  • Capital Analysts LLC bought 3 Viatris shares in Q2 2026, an estimated $46.
  • Viatris made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1356 holding.
  • Capital Analysts LLC first reported a position in Viatris in Q2 2013 and has held it in 28 quarters since.
  • Capital Analysts LLC's Viatris position peaked at $2.32M in Q4 2013.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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