Clean Yield Group’s Viatris VTRS Stock Holding History

Clean Yield 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	$1.1K	Hold	69	–	–	﹤0.01%	384
2026 Q1	$932	Hold	69	–	–	﹤0.01%	374
2025 Q4	$859	Sell	69 -69	-50%	-$744	﹤0.01%	393
2025 Q3	$1.37K	Hold	138	–	–	﹤0.01%	391
2025 Q2	$1.23K	Hold	138	–	–	﹤0.01%	376
2025 Q1	$1.2K	Sell	138 -112	-45%	-$1.18K	﹤0.01%	414
2024 Q4	$3.11K	Hold	250	–	–	﹤0.01%	383
2024 Q3	$2.9K	Hold	250	–	–	﹤0.01%	393
2024 Q2	$2.66K	Hold	250	–	–	﹤0.01%	342
2024 Q1	$2.98K	Hold	250	–	–	﹤0.01%	353
2023 Q4	$2.71K	Sell	250 -265	-51%	-$2.54K	﹤0.01%	345
2023 Q3	$4.99K	Hold	515	–	–	﹤0.01%	342
2023 Q2	$5.14K	Hold	515	–	–	﹤0.01%	354
2023 Q1	$4.95K	Sell	515 -187	-27%	-$2.07K	﹤0.01%	360
2022 Q4	$7.81K	Hold	702	–	–	﹤0.01%	354
2022 Q3	$6K	Hold	702	–	–	﹤0.01%	354
2022 Q2	$7K	Hold	702	–	–	﹤0.01%	364
2022 Q1	$8K	Hold	702	–	–	﹤0.01%	376
2021 Q4	$9K	Hold	702	–	–	﹤0.01%	376
2021 Q3	$10K	Buy	702 +69	+11%	+$979	﹤0.01%	379
2021 Q2	$9K	Buy	+633	New	+$9.16K	﹤0.01%	386
2021 Q1	–	Sell	-1,762	Closed	-$33K	–	374
2020 Q4	$33K	Buy	+1,762	New	+$28.7K	0.01%	276
2019 Q2	–	Sell	-850	Closed	-$18.8K	–	362
2019 Q1	$24K	Buy	+850	New	+$24.8K	0.01%	233
2015 Q3	–	Sell	-3,160	Closed	-$214K	–	131
2015 Q2	$214K	Hold	3,160	–	–	0.1%	121
2015 Q1	$188K	Buy	+3,160	New	+$180K	0.08%	124

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clean Yield Group's VTRS Position: Q2 2026 in Review

Clean Yield Group held its Viatris (VTRS) position steady in Q2 2026 at 69 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Clean Yield Group first reported a position in VTRS in Q1 2015 and has held it in 25 quarters since. The position peaked at $214K in Q2 2015. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Clean Yield Group held 69 shares of Viatris worth $1.1K as of Q2 2026.
Clean Yield Group left its Viatris share count unchanged in Q2 2026.
Viatris made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #384 holding.
Clean Yield Group first reported a position in Viatris in Q1 2015 and has held it in 25 quarters since.
Clean Yield Group's Viatris position peaked at $214K in Q2 2015.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.