Carson Wealth (CWM LLC)’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 | $2.66M | Buy |
196,990
+22,950
| +13% | +$321K | 0.01% | 1075 |
|
|
2025
Q4 | $2.17M | Buy |
174,040
+7,190
| +4% | +$77.6K | 0.01% | 1116 |
|
|
2025
Q3 | $1.65M | Buy |
166,850
+51,134
| +44% | +$498K | 0.01% | 1175 |
|
|
2025
Q2 | $1.03M | Buy |
115,716
+80,151
| +225% | +$678K | ﹤0.01% | 1230 |
|
|
2025
Q1 | $310K | Sell |
35,565
-5,453
| -13% | -$57.2K | ﹤0.01% | 1655 |
|
|
2024
Q4 | $511K | Sell |
41,018
-948
| -2% | -$11.7K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $487K | Buy |
41,966
+1,533
| +4% | +$17.7K | ﹤0.01% | 1324 |
|
|
2024
Q2 | $430K | Buy |
40,433
+1,473
| +4% | +$16.3K | ﹤0.01% | 1249 |
|
|
2024
Q1 | $465K | Buy |
38,960
+3,323
| +9% | +$40K | ﹤0.01% | 1171 |
|
|
2023
Q4 | $386K | Sell |
35,637
-2,636
| -7% | -$25.2K | ﹤0.01% | 1154 |
|
|
2023
Q3 | $377K | Buy |
38,273
+3,840
| +11% | +$40K | ﹤0.01% | 1075 |
|
|
2023
Q2 | $344K | Buy |
34,433
+2,658
| +8% | +$25.4K | ﹤0.01% | 1062 |
|
|
2023
Q1 | $306K | Buy |
31,775
+6,524
| +26% | +$72.4K | ﹤0.01% | 1052 |
|
|
2022
Q4 | $281K | Sell |
25,251
-168
| -0.7% | -$1.76K | ﹤0.01% | 981 |
|
|
2022
Q3 | $217K | Buy |
25,419
+4,671
| +23% | +$46K | ﹤0.01% | 1017 |
|
|
2022
Q2 | $217K | Buy |
20,748
+5,124
| +33% | +$56.2K | ﹤0.01% | 1018 |
|
|
2022
Q1 | $170K | Buy |
15,624
+2,233
| +17% | +$29.4K | ﹤0.01% | 1105 |
|
|
2021
Q4 | $181K | Buy |
+13,391
| New | +$179K | ﹤0.01% | 1066 |
|
|
2021
Q2 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2021
Q1 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2020
Q4 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2020
Q3 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2020
Q2 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2020
Q1 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2019
Q4 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2019
Q3 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2019
Q2 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 977 |
|
|
2019
Q1 | $160K | Buy |
11,181
+10,688
| +2,168% | +$312K | ﹤0.01% | 976 |
|
|
2018
Q4 | $14K | Sell |
493
-157
| -24% | -$5.09K | ﹤0.01% | 1238 |
|
|
2018
Q3 | $24K | Sell |
650
-550
| -46% | -$20.6K | ﹤0.01% | 917 |
|
|
2018
Q2 | $43K | Buy |
1,200
+925
| +336% | +$36.3K | ﹤0.01% | 668 |
|
|
2018
Q1 | $11K | Buy |
275
+75
| +38% | +$3.2K | ﹤0.01% | 841 |
|
|
2017
Q4 | $8K | Sell |
200
-1,493
| -88% | -$57.1K | ﹤0.01% | 951 |
|
|
2017
Q3 | $53K | Hold |
1,693
| – | – | ﹤0.01% | 512 |
|
|
2017
Q2 | $66K | Sell |
1,693
-300
| -15% | -$11.5K | ﹤0.01% | 440 |
|
|
2017
Q1 | $78K | Buy |
1,993
+448
| +29% | +$18.1K | ﹤0.01% | 384 |
|
|
2016
Q4 | $59K | Buy |
+1,545
| New | +$57.4K | ﹤0.01% | 426 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$4K | – | 485 |
|
|
2013
Q4 | $4K | Buy |
+100
| New | +$4.11K | ﹤0.01% | 553 |
|
Other funds holding VTRS
DSA
RCMNY
Carson Wealth (CWM LLC)'s VTRS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Viatris (VTRS) stake by 13% in Q1 2026, buying an estimated $321K and bringing the position to 196,990 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #1075.
Carson Wealth (CWM LLC) first reported a position in VTRS in Q4 2013 and has held it in 38 quarters since. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.
- Carson Wealth (CWM LLC) held 196,990 shares of Viatris worth $2.66M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 22,950 Viatris shares in Q1 2026, an estimated $321K.
- Viatris made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1075 holding.
- Carson Wealth (CWM LLC) first reported a position in Viatris in Q4 2013 and has held it in 38 quarters since.
- 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.