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Evelyn Partners Investment Management’s Viatris VTRS Stock Holding History

Evelyn Partners Investment Management’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 		$20.2K Hold
1,497
– – ﹤0.01% 334
2025
Q4 		$18.6K Sell
1,497
-66
-4% -$712 ﹤0.01% 339
2025
Q3 		$15.5K Sell
1,563
-111
-7% -$1.08K ﹤0.01% 336
2025
Q2 		$14.9K Hold
1,674
– – ﹤0.01% 345
2025
Q1 		$14.6K Hold
1,674
– – ﹤0.01% 345
2024
Q4 		$20.8K Buy
+1,674
New +$20.6K ﹤0.01% 323

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

Evelyn Partners Investment Management's VTRS Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Viatris (VTRS) position steady in Q1 2026 at 1,497 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Evelyn Partners Investment Management first reported a position in VTRS in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.8K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Evelyn Partners Investment Management held 1,497 shares of Viatris worth $20.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its Viatris share count unchanged in Q1 2026.
  • Viatris made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #334 holding.
  • Evelyn Partners Investment Management first reported a position in Viatris in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Viatris position peaked at $20.8K in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.