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Essex LLC’s Viatris VTRS Stock Holding History

Essex LLC’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
Q3 		$324K Sell
18,311
-7
-0% -$118 0.05% 143
2026
Q2 		$291K Sell
18,318
-1,500
-8% -$23.2K 0.04% 149
2026
Q1 		$268K Buy
19,818
+5
+0% +$70 0.05% 153
2025
Q4 		$247K Buy
19,813
+2
+0% +$22 0.04% 163
2025
Q3 		$196K Sell
19,811
-1,000
-5% -$9.73K 0.04% 171
2025
Q2 		$186K Hold
20,811
– – 0.04% 174
2025
Q1 		$181K Hold
20,811
– – 0.04% 166
2024
Q4 		$259K Hold
20,811
– – 0.05% 143
2024
Q3 		$242K Sell
20,811
-37
-0.2% -$427 0.05% 151
2024
Q2 		$222K Hold
20,848
– – 0.05% 150
2024
Q1 		$249K Hold
20,848
– – 0.06% 134
2023
Q4 		$226K Hold
20,848
– – 0.06% 141
2023
Q3 		$206K Sell
20,848
-9
-0% -$94 0.06% 155
2023
Q2 		$208K Sell
20,857
-6
-0% -$57 0.06% 143
2023
Q1 		$232K Hold
20,863
– – 0.07% 140
2022
Q4 		$232K Sell
20,863
-165
-0.8% -$1.72K 0.07% 140
2022
Q3 		$179K Buy
21,028
+7,500
+55% +$73.8K 0.06% 144
2022
Q2 		$142K Hold
13,528
– – 0.04% 151
2022
Q1 		$147K Buy
13,528
+3,001
+29% +$39.5K 0.04% 164
2021
Q4 		$142K Buy
10,527
+138
+1% +$1.84K 0.04% 171
2021
Q3 		$141K Buy
+10,389
New +$147K 0.04% 167

Other funds holding VTRS

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Essex LLC's VTRS Position: Q3 2026 in Review

Essex LLC reduced its Viatris (VTRS) stake by 0.04% in Q3 2026, selling an estimated $118 and leaving 18,311 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #143.

Essex LLC first reported a position in VTRS in Q3 2021 and has held it in 21 quarters since. 83 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Essex LLC held 18,311 shares of Viatris worth $324K as of Q3 2026.
  • Essex LLC sold 7 Viatris shares in Q3 2026, an estimated $118.
  • Viatris made up 0.05% of Essex LLC's portfolio in Q3 2026, its #143 holding.
  • Essex LLC first reported a position in Viatris in Q3 2021 and has held it in 21 quarters since.
  • 83 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Essex LLC's 13F filing for Q3 2026, filed 14 Oct 2026.