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Estate Planners Group’s Viatris VTRS Stock Holding History

Estate Planners 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 		– Sell
-10
Closed -$125 – 410
2025
Q4 		$125 Buy
+10
New +$108 ﹤0.01% 454

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Estate Planners Group's VTRS Position: Q1 2026 in Review

Estate Planners Group sold out of Viatris (VTRS) in Q1 2026, closing a stake of 10 shares — an estimated $125 sold.

Estate Planners Group first reported a position in VTRS in Q4 2025 and held it in 1 quarter. The position peaked at $125 in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Estate Planners Group reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 10 Viatris shares in Q1 2026, an estimated $125.
  • Estate Planners Group first reported a position in Viatris in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Viatris position peaked at $125 in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.