Convergence Investment Partners’s Viatris VTRS Stock Holding History

Convergence Investment Partners’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	$1.19M	Sell	74,771 -433	-0.6%	-$6.71K	0.11%	200
2026 Q1	$1.02M	Buy	+75,204	New	+$1.05M	0.17%	186
2024 Q3	–	Sell	-72,792	Closed	-$774K	–	292
2024 Q2	$774K	Buy	72,792 +20,409	+39%	+$225K	0.23%	140
2024 Q1	$625K	Buy	52,383 +29,944	+133%	+$361K	0.24%	116
2023 Q4	$243K	Buy	+22,439	New	+$215K	0.13%	162
2023 Q2	–	Sell	-15,009	Closed	-$144K	–	204
2023 Q1	$144K	Buy	+15,009	New	+$166K	0.08%	175
2022 Q3	–	Sell	-11,120	Closed	-$116K	–	253
2022 Q2	$116K	Buy	+11,120	New	+$122K	0.07%	194
2020 Q3	–	Sell	-62,551	Closed	-$1.01M	–	271
2020 Q2	$1.01M	Buy	62,551 +7,327	+13%	+$119K	0.35%	99
2020 Q1	$823K	Sell	55,224 -14,562	-21%	-$279K	0.36%	90
2019 Q4	$1.4M	Buy	+69,786	New	+$1.3M	0.4%	80
2018 Q2	–	Sell	-2,119	Closed	-$87K	–	899
2018 Q1	$87K	Buy	+2,119	New	+$90.3K	0.01%	365

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

Convergence Investment Partners's VTRS Position: Q2 2026 in Review

Convergence Investment Partners reduced its Viatris (VTRS) stake by 0.58% in Q2 2026, selling an estimated $6.71K and leaving 74,771 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #200.

Convergence Investment Partners first reported a position in VTRS in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2019. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Convergence Investment Partners held 74,771 shares of Viatris worth $1.19M as of Q2 2026.
Convergence Investment Partners sold 433 Viatris shares in Q2 2026, an estimated $6.71K.
Viatris made up 0.11% of Convergence Investment Partners's portfolio in Q2 2026, its #200 holding.
Convergence Investment Partners first reported a position in Viatris in Q1 2018 and has held it in 11 quarters since.
Convergence Investment Partners's Viatris position peaked at $1.4M in Q4 2019.
1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.