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COMPASS FINANCIAL MANAGEMENT LLC’s Viatris VTRS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$1.44M Buy
+88,233
New +$1.37M 0.17% 143

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VTRS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Viatris (VTRS) in Q2 2026: 88,233 shares worth $1.44M. The stake represents 0.17% of the portfolio and ranks #143 among its holdings.

739 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 88,233 shares of Viatris worth $1.44M as of Q2 2026.
  • Viatris was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Viatris made up 0.17% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #143 holding.
  • 739 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.