Corient Private Wealth
VTRS icon

Corient Private Wealth’s Viatris VTRS Stock Holding History

Corient Private Wealth’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 		$7.49M Sell
471,938
-86,286
-15% -$1.34M 0.01% 737
2026
Q1 		$7.53M Buy
558,224
+101,939
+22% +$1.43M 0.01% 718
2025
Q4 		$5.68M Sell
456,285
-9,831
-2% -$106K 0.01% 727
2025
Q3 		$4.61M Buy
466,116
+40,329
+9% +$393K 0.01% 745
2025
Q2 		$3.8M Sell
425,787
-42,637
-9% -$360K 0.01% 790
2025
Q1 		$4.08M Sell
468,424
-198,330
-30% -$2.08M 0.01% 740
2024
Q4 		$8.3M Sell
666,754
-15,829
-2% -$195K 0.01% 561
2024
Q3 		$7.92M Buy
682,583
+97,300
+17% +$1.12M 0.01% 622
2024
Q2 		$6.22M Sell
585,283
-150,957
-21% -$1.67M 0.01% 648
2024
Q1 		$8.79M Buy
736,240
+74,378
+11% +$896K 0.02% 561
2023
Q4 		$7.17M Sell
661,862
-26,699
-4% -$256K 0.01% 608
2023
Q3 		$6.79M Buy
688,561
+210,115
+44% +$2.19M 0.02% 568
2023
Q2 		$4.78M Buy
478,446
+214,716
+81% +$2.05M 0.01% 641
2023
Q1 		$2.54M Buy
263,730
+174,340
+195% +$1.93M 0.01% 769
2022
Q4 		$995K Buy
+89,390
New +$934K ﹤0.01% 918

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 $3.37T 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
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

Corient Private Wealth's VTRS Position: Q2 2026 in Review

Corient Private Wealth reduced its Viatris (VTRS) stake by 15% in Q2 2026, selling an estimated $1.34M and leaving 471,938 shares worth $7.49M. The position accounts for 0.01% of the portfolio, ranked #737.

Corient Private Wealth first reported a position in VTRS in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.79M in Q1 2024. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Corient Private Wealth held 471,938 shares of Viatris worth $7.49M as of Q2 2026.
  • Corient Private Wealth sold 86,286 Viatris shares in Q2 2026, an estimated $1.34M.
  • Viatris made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #737 holding.
  • Corient Private Wealth first reported a position in Viatris in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Viatris position peaked at $8.79M in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.