Cornerstone Planning Group
VTRS icon

Cornerstone Planning Group’s Viatris VTRS Stock Holding History

Cornerstone Planning Group’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 		– Sell
-466
Closed -$7.93K – 1683
2026
Q2 		$7.93K Buy
466
+5
+1% +$77 ﹤0.01% 964
2026
Q1 		$7.15K Buy
461
+100
+28% +$1.4K ﹤0.01% 1003
2025
Q4 		$4.68K Sell
361
-248,559
-100% -$2.68M ﹤0.01% 1007
2025
Q3 		$12.7M Buy
248,920
+248,548
+66,814% +$2.42M 2.03% 13
2025
Q2 		$3.34K Buy
372
+20
+6% +$169 ﹤0.01% 819
2025
Q1 		$2.75K Sell
352
-53
-13% -$556 ﹤0.01% 904
2024
Q4 		$4.63K Buy
405
+324
+400% +$3.98K ﹤0.01% 597
2024
Q3 		$953 Hold
81
– – ﹤0.01% 942
2024
Q2 		$936 Sell
81
-8
-9% -$88 ﹤0.01% 957
2024
Q1 		$1.04K Buy
89
+9
+11% +$108 ﹤0.01% 778
2023
Q4 		$871 Sell
80
-29
-27% -$278 ﹤0.01% 735
2023
Q3 		$1.07K Sell
109
-28
-20% -$292 ﹤0.01% 773
2023
Q2 		$1.37K Buy
+137
New +$1.31K ﹤0.01% 1279
2022
Q4 		$1.58K Buy
+137
New +$1.43K ﹤0.01% 1253

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Cornerstone Planning Group's VTRS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Viatris (VTRS) in Q3 2026, closing a stake of 466 shares — an estimated $7.93K sold.

Cornerstone Planning Group first reported a position in VTRS in Q4 2022 and held it in 14 quarters. The position peaked at $12.7M in Q3 2025. 176 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Viatris position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 466 Viatris shares in Q3 2026, an estimated $7.93K.
  • Cornerstone Planning Group first reported a position in Viatris in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Viatris position peaked at $12.7M in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.