C
VTRS icon

Covestor’s Viatris VTRS Stock Holding History

Covestor’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 		$229K Sell
14,398
-253
-2% -$3.92K 0.13% 109
2026
Q1 		$198K Sell
14,651
-10,952
-43% -$153K 0.14% 112
2025
Q4 		$319K Sell
25,603
-1,154
-4% -$12.5K 0.17% 87
2025
Q3 		$265K Sell
26,757
-2,149
-7% -$20.9K 0.15% 115
2025
Q2 		$258K Buy
28,906
+7,396
+34% +$62.5K 0.15% 96
2025
Q1 		$187K Sell
21,510
-1,040
-5% -$10.9K 0.12% 179
2024
Q4 		$281K Buy
22,550
+1,367
+6% +$16.8K 0.18% 71
2024
Q3 		$246K Buy
21,183
+5,790
+38% +$66.8K 0.15% 109
2024
Q2 		$164K Sell
15,393
-6,099
-28% -$67.4K 0.11% 230
2024
Q1 		$256K Sell
21,492
-521
-2% -$6.28K 0.16% 82
2023
Q4 		$238K Sell
22,013
-42
-0.2% -$402 0.16% 85
2023
Q3 		$217K Buy
22,055
+1,694
+8% +$17.6K 0.16% 91
2023
Q2 		$203K Buy
20,361
+2,932
+17% +$28K 0.15% 112
2023
Q1 		$168K Sell
17,429
-1,352
-7% -$15K 0.15% 165
2022
Q4 		$209K Buy
18,781
+5,685
+43% +$59.4K 0.17% 102
2022
Q3 		$112K Buy
13,096
+11,930
+1,023% +$117K 0.1% 302
2022
Q2 		$12K Sell
1,166
-32
-3% -$351 0.01% 1159
2022
Q1 		$13K Buy
1,198
+435
+57% +$5.73K 0.01% 1234
2021
Q4 		$10K Buy
+763
New +$10.2K 0.01% 1030

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

Covestor's VTRS Position: Q2 2026 in Review

Covestor reduced its Viatris (VTRS) stake by 1.7% in Q2 2026, selling an estimated $3.92K and leaving 14,398 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #109.

Covestor first reported a position in VTRS in Q4 2021 and has held it in 19 quarters since. The position peaked at $319K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Covestor held 14,398 shares of Viatris worth $229K as of Q2 2026.
  • Covestor sold 253 Viatris shares in Q2 2026, an estimated $3.92K.
  • Viatris made up 0.13% of Covestor's portfolio in Q2 2026, its #109 holding.
  • Covestor first reported a position in Viatris in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Viatris position peaked at $319K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.