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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
Q2 		$719K Buy
45,255
+5,339
+13% +$82.7K 0.01% 1187
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

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's VTRS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Viatris (VTRS) stake by 13% in Q2 2026, buying an estimated $82.7K and bringing the position to 45,255 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #1187.

Concurrent Investment Advisors first reported a position in VTRS in Q4 2023 and has held it in 11 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Concurrent Investment Advisors held 45,255 shares of Viatris worth $719K as of Q2 2026.
  • Concurrent Investment Advisors bought 5,339 Viatris shares in Q2 2026, an estimated $82.7K.
  • Viatris made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1187 holding.
  • Concurrent Investment Advisors first reported a position in Viatris in Q4 2023 and has held it in 11 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.