Creative Planning
VTRS icon

Creative Planning’s Viatris VTRS Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-1,000
Closed -$1K – 4848
2017
Q1 		$1K Buy
+1,000
New +$40.3K ﹤0.01% 4513
2016
Q4 		– Sell
-500
Closed -$1K – 4857
2016
Q3 		$1K Buy
+500
New +$22.2K ﹤0.01% 4449

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's VTRS Position: Q1 2026 in Review

Creative Planning increased its Viatris (VTRS) stake by 29% in Q1 2026, buying an estimated $2.45M and bringing the position to 770,971 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #674.

Creative Planning first reported a position in VTRS in Q2 2013 and has held it in 44 quarters since. 1,020 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Creative Planning held 770,971 shares of Viatris worth $10.4M as of Q1 2026.
  • Creative Planning bought 175,288 Viatris shares in Q1 2026, an estimated $2.45M.
  • Viatris made up 0.01% of Creative Planning's portfolio in Q1 2026, its #674 holding.
  • Creative Planning first reported a position in Viatris in Q2 2013 and has held it in 44 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.