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Evergreen Capital Management’s Viatris VTRS Stock Holding History

Evergreen Capital 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
Q2 		$205K Sell
12,923
-2,724
-17% -$42.2K ﹤0.01% 1452
2026
Q1 		$211K Buy
15,647
+1,155
+8% +$16.2K ﹤0.01% 1358
2025
Q4 		$180K Buy
14,492
+2,120
+17% +$22.9K ﹤0.01% 1329
2025
Q3 		$122K Buy
12,372
+1,676
+16% +$16.3K ﹤0.01% 1272
2025
Q2 		$95.5K Sell
10,696
-6,970
-39% -$58.9K ﹤0.01% 1099
2025
Q1 		$154K Sell
17,666
-1,868
-10% -$19.6K 0.01% 1031
2024
Q4 		$243K Buy
19,534
+465
+2% +$5.71K 0.01% 857
2024
Q3 		$221K Buy
19,069
+1,873
+11% +$21.6K 0.01% 879
2024
Q2 		$183K Sell
17,196
-2,055
-11% -$22.7K 0.01% 879
2024
Q1 		$230K Buy
19,251
+5,647
+42% +$68K 0.01% 737
2023
Q4 		$147K Sell
13,604
-13,257
-49% -$127K 0.01% 800
2023
Q3 		$265K Buy
26,861
+1,648
+7% +$17.2K 0.01% 603
2023
Q2 		$252K Buy
25,213
+11,846
+89% +$113K 0.01% 628
2023
Q1 		$129K Buy
+13,367
New +$148K 0.01% 683
2021
Q2 		– Sell
-398,729
Closed -$5.57M – 556
2021
Q1 		$5.57M Buy
398,729
+369,526
+1,265% +$6.02M 0.29% 97
2020
Q4 		$547K Buy
+29,203
New +$476K 0.03% 277

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

Evergreen Capital Management's VTRS Position: Q2 2026 in Review

Evergreen Capital Management reduced its Viatris (VTRS) stake by 17% in Q2 2026, selling an estimated $42.2K and leaving 12,923 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Evergreen Capital Management first reported a position in VTRS in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.57M in Q1 2021. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Evergreen Capital Management held 12,923 shares of Viatris worth $205K as of Q2 2026.
  • Evergreen Capital Management sold 2,724 Viatris shares in Q2 2026, an estimated $42.2K.
  • Viatris made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1452 holding.
  • Evergreen Capital Management first reported a position in Viatris in Q4 2020 and has held it in 16 quarters since.
  • Evergreen Capital Management's Viatris position peaked at $5.57M in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.