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Crestwood Advisors Group’s Viatris VTRS Stock Holding History

Crestwood Advisors 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 		$433K Buy
27,252
+6,473
+31% +$100K 0.01% 543
2026
Q1 		$281K Buy
20,779
+2,075
+11% +$29K ﹤0.01% 608
2025
Q4 		$233K Buy
18,704
+213
+1% +$2.3K ﹤0.01% 613
2025
Q3 		$183K Buy
18,491
+3,104
+20% +$30.2K ﹤0.01% 557
2025
Q2 		$137K Buy
15,387
+4,718
+44% +$39.9K ﹤0.01% 522
2025
Q1 		$92.9K Buy
+10,669
New +$112K ﹤0.01% 491
2017
Q2 		– Sell
-120
Closed -$5K – 427
2017
Q1 		$5K Buy
+120
New +$4.84K ﹤0.01% 481
2015
Q2 		– Sell
-4,450
Closed -$264K – 165
2015
Q1 		$264K Buy
+4,450
New +$254K 0.04% 118

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

Crestwood Advisors Group's VTRS Position: Q2 2026 in Review

Crestwood Advisors Group increased its Viatris (VTRS) stake by 31% in Q2 2026, buying an estimated $100K and bringing the position to 27,252 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #543.

Crestwood Advisors Group first reported a position in VTRS in Q1 2015 and has held it in 8 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Crestwood Advisors Group held 27,252 shares of Viatris worth $433K as of Q2 2026.
  • Crestwood Advisors Group bought 6,473 Viatris shares in Q2 2026, an estimated $100K.
  • Viatris made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #543 holding.
  • Crestwood Advisors Group first reported a position in Viatris in Q1 2015 and has held it in 8 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.