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CSM Advisors’s Viatris VTRS Stock Holding History

CSM Advisors’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 		$874K Sell
55,021
-12,709
-19% -$197K 0.02% 351
2026
Q1 		$915K Sell
67,730
-11,794
-15% -$165K 0.02% 342
2025
Q4 		$990K Buy
79,524
+8,323
+12% +$89.8K 0.03% 326
2025
Q3 		$705K Buy
71,201
+12,957
+22% +$126K 0.02% 355
2025
Q2 		$521K Buy
+58,244
New +$492K 0.02% 336

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

CSM Advisors's VTRS Position: Q2 2026 in Review

CSM Advisors reduced its Viatris (VTRS) stake by 19% in Q2 2026, selling an estimated $197K and leaving 55,021 shares worth $874K. The position accounts for 0.02% of the portfolio, ranked #351.

CSM Advisors first reported a position in VTRS in Q2 2025 and has held it in 5 quarters since. The position peaked at $990K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • CSM Advisors held 55,021 shares of Viatris worth $874K as of Q2 2026.
  • CSM Advisors sold 12,709 Viatris shares in Q2 2026, an estimated $197K.
  • Viatris made up 0.02% of CSM Advisors's portfolio in Q2 2026, its #351 holding.
  • CSM Advisors first reported a position in Viatris in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Viatris position peaked at $990K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.