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 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

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

Cornerstone Planning Group's VTRS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Viatris (VTRS) stake by 1.1% in Q2 2026, buying an estimated $77 and bringing the position to 466 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Cornerstone Planning Group first reported a position in VTRS in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.7M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Cornerstone Planning Group held 466 shares of Viatris worth $7.93K as of Q2 2026.
Cornerstone Planning Group bought 5 Viatris shares in Q2 2026, an estimated $77.
Viatris made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #964 holding.
Cornerstone Planning Group first reported a position in Viatris in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Viatris position peaked at $12.7M in Q3 2025.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.