Capstone Investment Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.91M | Buy |
141,236
+4,575
| +3% | +$64K | ﹤0.01% | 666 |
|
|
2025
Q4 | $1.7M | Buy |
136,661
+79,891
| +141% | +$862K | ﹤0.01% | 674 |
|
|
2025
Q3 | $562K | Buy |
56,770
+22,799
| +67% | +$222K | ﹤0.01% | 1308 |
|
|
2025
Q2 | $303K | Buy |
33,971
+12,435
| +58% | +$105K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $188K | Sell |
21,536
-33,429
| -61% | -$351K | ﹤0.01% | 1277 |
|
|
2024
Q4 | $684K | Sell |
54,965
-60,314
| -52% | -$741K | ﹤0.01% | 1198 |
|
|
2024
Q3 | $1.34M | Buy |
115,279
+97,518
| +549% | +$1.13M | ﹤0.01% | 868 |
|
|
2024
Q2 | $189K | Buy |
17,761
+9,927
| +127% | +$110K | ﹤0.01% | 1784 |
|
|
2024
Q1 | $93.5K | Buy |
+7,834
| New | +$94.4K | ﹤0.01% | 2146 |
|
|
2023
Q4 | – | Sell |
-14,455
| Closed | -$138K | – | 2435 |
|
|
2023
Q3 | $143K | Sell |
14,455
-8,003
| -36% | -$83.3K | ﹤0.01% | 1892 |
|
|
2023
Q2 | $224K | Sell |
22,458
-4,056
| -15% | -$38.7K | ﹤0.01% | 1499 |
|
|
2023
Q1 | $255K | Sell |
26,514
-41,059
| -61% | -$455K | ﹤0.01% | 1216 |
|
|
2022
Q4 | $752K | Sell |
67,573
-10,874
| -14% | -$114K | 0.01% | 1019 |
|
|
2022
Q3 | $668K | Buy |
78,447
+76,183
| +3,365% | +$750K | ﹤0.01% | 1169 |
|
|
2022
Q2 | $24K | Sell |
2,264
-21,268
| -90% | -$233K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $256K | Sell |
23,532
-23,152
| -50% | -$305K | ﹤0.01% | 1614 |
|
|
2021
Q4 | $632K | Buy |
46,684
+25,253
| +118% | +$337K | ﹤0.01% | 1415 |
|
|
2021
Q3 | $290K | Buy |
+21,431
| New | +$304K | ﹤0.01% | 1641 |
|
|
2021
Q2 | – | Sell |
-5,643
| Closed | -$81.6K | – | 1885 |
|
|
2021
Q1 | $79K | Buy |
+5,643
| New | +$92K | ﹤0.01% | 1568 |
|
|
2020
Q4 | – | Sell |
-452
| Closed | -$7.37K | – | 1773 |
|
|
2020
Q3 | $7K | Buy |
+452
| New | +$7.22K | ﹤0.01% | 1380 |
|
|
2020
Q1 | – | Sell |
-21,825
| Closed | -$418K | – | 1394 |
|
|
2019
Q4 | $439K | Sell |
21,825
-48,349
| -69% | -$900K | ﹤0.01% | 1167 |
|
|
2019
Q3 | $1.39M | Sell |
70,174
-26,516
| -27% | -$520K | 0.01% | 824 |
|
|
2019
Q2 | $1.84M | Buy |
96,690
+63,548
| +192% | +$1.41M | 0.01% | 763 |
|
|
2019
Q1 | $939K | Sell |
33,142
-73,737
| -69% | -$2.15M | 0.01% | 831 |
|
|
2018
Q4 | $2.93M | Buy |
106,879
+79,021
| +284% | +$2.56M | 0.04% | 366 |
|
|
2018
Q3 | $1.02M | Buy |
+27,858
| New | +$1.05M | 0.01% | 586 |
|
|
2017
Q3 | – | Sell |
-58,700
| Closed | -$2.28M | – | 748 |
|
|
2017
Q2 | $2.28M | Sell |
58,700
-113,927
| -66% | -$4.37M | 0.06% | 238 |
|
|
2017
Q1 | $6.73M | Buy |
+172,627
| New | +$6.96M | 0.17% | 100 |
|
|
2016
Q4 | – | Sell |
-164,902
| Closed | -$6.29M | – | 1125 |
|
|
2016
Q3 | $6.29M | Buy |
164,902
+156,502
| +1,863% | +$6.96M | 0.14% | 117 |
|
|
2016
Q2 | $363K | Buy |
8,400
+2,100
| +33% | +$92.9K | 0.01% | 535 |
|
|
2016
Q1 | $292K | Buy |
+6,300
| New | +$304K | 0.01% | 530 |
|
|
2015
Q4 | – | Sell |
-25,300
| Closed | -$1.02M | – | 555 |
|
|
2015
Q3 | $1.02M | Sell |
25,300
-64,193
| -72% | -$3.58M | 0.02% | 223 |
|
|
2015
Q2 | $6.07M | Buy |
+89,493
| New | +$6.32M | 0.09% | 166 |
|
|
2014
Q4 | – | Sell |
-166,900
| Closed | -$7.59M | – | 424 |
|
|
2014
Q3 | $7.59M | Buy |
166,900
+99,209
| +147% | +$4.82M | 0.09% | 183 |
|
|
2014
Q2 | $3.49M | Buy |
+67,691
| New | +$3.33M | 0.05% | 222 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
Capstone Investment Advisors's VTRS Position: Q1 2026 in Review
Capstone Investment Advisors increased its Viatris (VTRS) stake by 3.3% in Q1 2026, buying an estimated $64K and bringing the position to 141,236 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #666.
Capstone Investment Advisors first reported a position in VTRS in Q2 2014 and has held it in 35 quarters since. The position peaked at $7.59M in Q3 2014. 1,019 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.
- Capstone Investment Advisors held 141,236 shares of Viatris worth $1.91M as of Q1 2026.
- Capstone Investment Advisors bought 4,575 Viatris shares in Q1 2026, an estimated $64K.
- Viatris made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #666 holding.
- Capstone Investment Advisors first reported a position in Viatris in Q2 2014 and has held it in 35 quarters since.
- Capstone Investment Advisors's Viatris position peaked at $7.59M in Q3 2014.
- 1,019 funds tracked by Wall St. Rank held Viatris as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.