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 | $940K | Buy |
69,600
+39,000
| +127% | +$546K | ﹤0.01% | 881 |
|
|
2025
Q4 | $381K | Sell |
30,600
-11,100
| -27% | -$120K | ﹤0.01% | 1242 |
|
|
2025
Q3 | $413K | Buy |
41,700
+1,900
| +5% | +$18.5K | ﹤0.01% | 1495 |
|
|
2025
Q2 | $355K | Hold |
39,800
| – | – | ﹤0.01% | 1308 |
|
|
2025
Q1 | $347K | Sell |
39,800
-37,500
| -49% | -$394K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $962K | Buy |
77,300
+25,900
| +50% | +$318K | ﹤0.01% | 1083 |
|
|
2024
Q3 | $597K | Buy |
51,400
+2,700
| +6% | +$31.1K | ﹤0.01% | 1148 |
|
|
2024
Q2 | $518K | Buy |
48,700
+600
| +1% | +$6.63K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $574K | Sell |
48,100
-35,500
| -42% | -$428K | ﹤0.01% | 1480 |
|
|
2023
Q4 | $905K | Buy |
83,600
+28,000
| +50% | +$268K | ﹤0.01% | 1087 |
|
|
2023
Q3 | $548K | Buy |
55,600
+3,600
| +7% | +$37.5K | ﹤0.01% | 1275 |
|
|
2023
Q2 | $519K | Buy |
52,000
+1,500
| +3% | +$14.3K | ﹤0.01% | 1146 |
|
|
2023
Q1 | $486K | Sell |
50,500
-36,300
| -42% | -$403K | ﹤0.01% | 1019 |
|
|
2022
Q4 | $966K | Sell |
86,800
-33,000
| -28% | -$345K | 0.01% | 955 |
|
|
2022
Q3 | $1.02M | Buy |
119,800
+7,600
| +7% | +$74.8K | 0.01% | 998 |
|
|
2022
Q2 | $1.18M | Sell |
112,200
-71,800
| -39% | -$787K | 0.01% | 958 |
|
|
2022
Q1 | $2M | Sell |
184,000
-201,600
| -52% | -$2.66M | 0.01% | 1050 |
|
|
2021
Q4 | $5.22M | Sell |
385,600
-28,000
| -7% | -$374K | 0.01% | 811 |
|
|
2021
Q3 | $5.6M | Buy |
413,600
+151,500
| +58% | +$2.15M | 0.01% | 819 |
|
|
2021
Q2 | $3.75M | Sell |
262,100
-1,600
| -0.6% | -$23.1K | 0.01% | 805 |
|
|
2021
Q1 | $3.68M | Buy |
263,700
+113,300
| +75% | +$1.85M | 0.01% | 735 |
|
|
2020
Q4 | $2.82M | Buy |
150,400
+57,300
| +62% | +$935K | 0.01% | 775 |
|
|
2020
Q3 | $1.38M | Sell |
93,100
-17,300
| -16% | -$276K | 0.01% | 928 |
|
|
2020
Q2 | $1.77M | Buy |
110,400
+64,100
| +138% | +$1.04M | 0.01% | 752 |
|
|
2020
Q1 | $690K | Sell |
46,300
-185,300
| -80% | -$3.55M | 0.01% | 817 |
|
|
2019
Q4 | $4.66M | Buy |
231,600
+33,800
| +17% | +$629K | 0.03% | 582 |
|
|
2019
Q3 | $3.91M | Buy |
197,800
+65,300
| +49% | +$1.28M | 0.03% | 523 |
|
|
2019
Q2 | $2.52M | Buy |
132,500
+20,900
| +19% | +$462K | 0.02% | 675 |
|
|
2019
Q1 | $3.16M | Sell |
111,600
-35,400
| -24% | -$1.03M | 0.03% | 474 |
|
|
2018
Q4 | $4.03M | Buy |
147,000
+1,500
| +1% | +$48.6K | 0.05% | 292 |
|
|
2018
Q3 | $5.33M | Buy |
+145,500
| New | +$5.46M | 0.06% | 238 |
|
|
2015
Q4 | – | Sell |
-76,100
| Closed | -$3.06M | – | 556 |
|
|
2015
Q3 | $3.06M | Buy |
+76,100
| New | +$4.24M | 0.07% | 166 |
|
|
2014
Q3 | – | Sell |
-15,000
| Closed | -$773K | – | 509 |
|
|
2014
Q2 | $773K | Buy |
+15,000
| New | +$737K | 0.01% | 331 |
|
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. 1,020 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.
- 1,020 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.