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Edgestream Partners’s Viatris VTRS Stock Holding History

Edgestream Partners’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 		$4.45M Buy
+329,276
New +$4.61M 0.15% 269
2025
Q4 		– Sell
-436,063
Closed -$4.32M – 1157
2025
Q3 		$4.32M Buy
436,063
+385,515
+763% +$3.75M 0.13% 299
2025
Q2 		$451K Buy
+50,548
New +$427K 0.01% 742
2025
Q1 		– Sell
-163,244
Closed -$2.03M – 1099
2024
Q4 		$2.03M Sell
163,244
-308,635
-65% -$3.79M 0.09% 397
2024
Q3 		$5.48M Buy
471,879
+426,792
+947% +$4.92M 0.24% 115
2024
Q2 		$479K Sell
45,087
-12,776
-22% -$141K 0.02% 675
2024
Q1 		$691K Buy
+57,863
New +$697K 0.03% 583
2023
Q4 		– Sell
-198,841
Closed -$1.96M – 1090
2023
Q3 		$1.96M Buy
+198,841
New +$2.07M 0.16% 200
2023
Q2 		– Sell
-35,747
Closed -$344K – 932
2023
Q1 		$344K Buy
+35,747
New +$396K 0.04% 455
2022
Q2 		– Sell
-51,523
Closed -$561K – 640
2022
Q1 		$561K Buy
+51,523
New +$679K 0.04% 408
2020
Q4 		– Sell
-154,210
Closed -$2.29M – 431
2020
Q3 		$2.29M Buy
154,210
+13,314
+9% +$213K 0.15% 180
2020
Q2 		$2.27M Buy
140,896
+10,234
+8% +$166K 0.12% 188
2020
Q1 		$1.95M Sell
130,662
-155,613
-54% -$2.98M 0.18% 146
2019
Q4 		$5.75M Buy
+286,275
New +$5.33M 0.3% 104
2019
Q3 		– Sell
-222,953
Closed -$4.25M – 314
2019
Q2 		$4.25M Buy
+222,953
New +$4.93M 0.48% 72

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

Edgestream Partners's VTRS Position: Q1 2026 in Review

Edgestream Partners opened a new position in Viatris (VTRS) in Q1 2026: 329,276 shares worth $4.45M. The stake represents 0.15% of the portfolio and ranks #269 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in VTRS as recently as Q3 2025.

Edgestream Partners first reported a position in VTRS in Q2 2019 and has held it in 15 quarters since. The position peaked at $5.75M in Q4 2019. 1,019 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Edgestream Partners held 329,276 shares of Viatris worth $4.45M as of Q1 2026.
  • Viatris was a new Edgestream Partners position in Q1 2026.
  • Viatris made up 0.15% of Edgestream Partners's portfolio in Q1 2026, its #269 holding.
  • Edgestream Partners first reported a position in Viatris in Q2 2019 and has held it in 15 quarters since.
  • Edgestream Partners's Viatris position peaked at $5.75M in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.