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Cardinal Point Capital Management’s Viatris VTRS Stock Holding History

Cardinal Point Capital Management’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 		$5.24M Buy
329,921
+1,240
+0.4% +$19.2K 0.3% 61
2026
Q1 		$4.44M Buy
328,681
+1,000
+0.3% +$14K 0.27% 60
2025
Q4 		$4.08M Buy
327,681
+581
+0.2% +$6.27K 0.27% 63
2025
Q3 		$3.24M Sell
327,100
-13,150
-4% -$128K 0.23% 65
2025
Q2 		$3.04M Buy
340,250
+10,925
+3% +$92.4K 0.24% 61
2025
Q1 		$2.87M Buy
+329,325
New +$3.46M 0.26% 60

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

Cardinal Point Capital Management's VTRS Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Viatris (VTRS) stake by 0.38% in Q2 2026, buying an estimated $19.2K and bringing the position to 329,921 shares worth $5.24M. The position accounts for 0.3% of the portfolio, ranked #61.

Cardinal Point Capital Management first reported a position in VTRS in Q1 2025 and has held it in 6 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Cardinal Point Capital Management held 329,921 shares of Viatris worth $5.24M as of Q2 2026.
  • Cardinal Point Capital Management bought 1,240 Viatris shares in Q2 2026, an estimated $19.2K.
  • Viatris made up 0.3% of Cardinal Point Capital Management's portfolio in Q2 2026, its #61 holding.
  • Cardinal Point Capital Management first reported a position in Viatris in Q1 2025 and has held it in 6 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.