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Concurrent Investment Advisors’s Viatris VTRS Stock Holding History

Concurrent Investment Advisors’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
Q1 		$539K Buy
39,916
+7,053
+21% +$98.7K 0.01% 1178
2025
Q4 		$409K Buy
32,863
+2,867
+10% +$30.9K ﹤0.01% 1238
2025
Q3 		$297K Buy
29,996
+1,325
+5% +$12.9K 0.01% 1159
2025
Q2 		$256K Buy
28,671
+3,276
+13% +$27.7K ﹤0.01% 1142
2025
Q1 		$221K Buy
25,395
+1,267
+5% +$13.3K 0.01% 1078
2024
Q4 		$300K Sell
24,128
-412
-2% -$5.06K 0.01% 831
2024
Q3 		$285K Sell
24,540
-2,734
-10% -$31.5K 0.01% 800
2024
Q2 		$290K Buy
27,274
+15,391
+130% +$170K 0.01% 748
2024
Q1 		$142K Sell
11,883
-1,130
-9% -$13.6K 0.01% 839
2023
Q4 		$141K Buy
+13,013
New +$125K 0.01% 804

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concurrent Investment Advisors's VTRS Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Viatris (VTRS) stake by 21% in Q1 2026, buying an estimated $98.7K and bringing the position to 39,916 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #1178.

Concurrent Investment Advisors first reported a position in VTRS in Q4 2023 and has held it in 10 quarters since. 1,020 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Concurrent Investment Advisors held 39,916 shares of Viatris worth $539K as of Q1 2026.
  • Concurrent Investment Advisors bought 7,053 Viatris shares in Q1 2026, an estimated $98.7K.
  • Viatris made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1178 holding.
  • Concurrent Investment Advisors first reported a position in Viatris in Q4 2023 and has held it in 10 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.