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Clayton Financial Group’s Viatris VTRS Stock Holding History

Clayton Financial Group’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 		– Sell
-210
Closed -$2.84K – 559
2026
Q1 		$2.84K Hold
210
– – ﹤0.01% 409
2025
Q4 		$2.62K Buy
+210
New +$2.27K ﹤0.01% 412

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

Clayton Financial Group's VTRS Position: Q2 2026 in Review

Clayton Financial Group sold out of Viatris (VTRS) in Q2 2026, closing a stake of 210 shares — an estimated $2.84K sold.

Clayton Financial Group first reported a position in VTRS in Q4 2025 and held it in 2 quarters. The position peaked at $2.84K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Clayton Financial Group reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 210 Viatris shares in Q2 2026, an estimated $2.84K.
  • Clayton Financial Group first reported a position in Viatris in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Viatris position peaked at $2.84K in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.