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VTRS icon

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
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 – 432
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

BlackRock
BlackRock New York $5.7T 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 $8.16B 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 $653B AUM 32.41% 1-Year Est. Return