Checchi Capital Advisers’s Viatris VTRS Stock Holding History

Checchi Capital Advisers’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	$245K	Buy	15,451 +2,595	+20%	+$40.2K	0.01%	539
2026 Q1	$174K	Buy	+12,856	New	+$180K	0.01%	592
2025 Q3	–	Sell	-10,100	Closed	-$90.2K	–	592
2025 Q2	$90.2K	Buy	+10,100	New	+$85.4K	0.01%	572
2025 Q1	–	Sell	-11,403	Closed	-$142K	–	594
2024 Q4	$142K	Buy	+11,403	New	+$140K	0.01%	550
2023 Q3	–	Sell	-10,530	Closed	-$105K	–	587
2023 Q2	$105K	Sell	10,530 -1,322	-11%	-$12.6K	0.01%	565
2023 Q1	$114K	Sell	11,852 -443	-4%	-$4.91K	0.01%	553
2022 Q4	$137K	Buy	12,295 +1,006	+9%	+$10.5K	0.01%	524
2022 Q3	$96K	Sell	11,289 -622	-5%	-$6.12K	0.01%	538
2022 Q2	$115K	Buy	+11,911	New	+$131K	0.01%	570
2016 Q3	–	Sell	-2,637	Closed	-$114K	–	1201
2016 Q2	$114K	Buy	2,637 +164	+7%	+$7.25K	0.01%	530
2016 Q1	$115K	Buy	+2,473	New	+$119K	0.03%	535
2015 Q2	–	Sell	-5,468	Closed	-$325K	–	382
2015 Q1	$325K	Buy	5,468 +382	+8%	+$21.8K	0.1%	206
2014 Q4	$287K	Buy	5,086 +112	+2%	+$6.01K	0.11%	210
2014 Q3	$226K	Buy	+4,974	New	+$242K	0.09%	233

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Checchi Capital Advisers's VTRS Position: Q2 2026 in Review

Checchi Capital Advisers increased its Viatris (VTRS) stake by 20% in Q2 2026, buying an estimated $40.2K and bringing the position to 15,451 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #539.

Checchi Capital Advisers first reported a position in VTRS in Q3 2014 and has held it in 14 quarters since. The position peaked at $325K in Q1 2015. 1,024 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Checchi Capital Advisers held 15,451 shares of Viatris worth $245K as of Q2 2026.
Checchi Capital Advisers bought 2,595 Viatris shares in Q2 2026, an estimated $40.2K.
Viatris made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #539 holding.
Checchi Capital Advisers first reported a position in Viatris in Q3 2014 and has held it in 14 quarters since.
Checchi Capital Advisers's Viatris position peaked at $325K in Q1 2015.
1,024 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.