Compass Financial Management
VTRS icon

Compass Financial Management’s Viatris VTRS Stock Holding History

Compass Financial Management’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
Q3 		$49.5K Sell
2,792
-85,441
-97% -$1.44M 0.01% 744
2026
Q2 		$1.44M Buy
+88,233
New +$1.37M 0.17% 143

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Compass Financial Management's VTRS Position: Q3 2026 in Review

Compass Financial Management reduced its Viatris (VTRS) stake by 97% in Q3 2026, selling an estimated $1.44M and leaving 2,792 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #744.

Compass Financial Management first reported a position in VTRS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.44M in Q2 2026. 864 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Compass Financial Management held 2,792 shares of Viatris worth $49.5K as of Q3 2026.
  • Compass Financial Management sold 85,441 Viatris shares in Q3 2026, an estimated $1.44M.
  • Viatris made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #744 holding.
  • Compass Financial Management first reported a position in Viatris in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Viatris position peaked at $1.44M in Q2 2026.
  • 864 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.