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Financial Perspectives’s Viatris VTRS Stock Holding History

Financial Perspectives’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 		$11.1K Sell
626
-740
-54% -$12.5K ﹤0.01% 542
2026
Q2 		$21.7K Hold
1,366
– – 0.01% 445
2026
Q1 		$18.5K Hold
1,366
– – 0.01% 447
2025
Q4 		$17K Hold
1,366
– – ﹤0.01% 457
2025
Q3 		$13.5K Sell
1,366
-188
-12% -$1.83K ﹤0.01% 481
2025
Q2 		$13.9K Buy
1,554
+3
+0.2% +$25 ﹤0.01% 469
2025
Q1 		$13.5K Buy
1,551
+2
+0.1% +$21 ﹤0.01% 464
2024
Q4 		$19.3K Sell
1,549
-37
-2% -$455 0.01% 411
2024
Q3 		$18.4K Sell
1,586
-26
-2% -$300 0.01% 401
2024
Q2 		$17.1K Buy
1,612
+2
+0.1% +$22 0.01% 400
2024
Q1 		$19.2K Sell
1,610
-110
-6% -$1.32K 0.01% 390
2023
Q4 		$18.6K Buy
1,720
+3
+0.2% +$29 0.01% 389
2023
Q3 		$16.9K Buy
1,717
+3
+0.2% +$31 0.01% 381
2023
Q2 		$17.1K Buy
1,714
+2
+0.1% +$19 0.01% 380
2023
Q1 		$16.5K Buy
1,712
+3
+0.2% +$33 0.01% 381
2022
Q4 		$19K Sell
1,709
-60
-3% -$627 0.01% 363
2022
Q3 		$15.1K Buy
1,769
+3
+0.2% +$30 0.01% 384
2022
Q2 		$18.5K Buy
1,766
+2
+0.1% +$22 0.01% 360
2022
Q1 		$19.2K Sell
1,764
-15
-0.8% -$198 0.01% 378
2021
Q4 		$24.1K Sell
1,779
-3,421
-66% -$45.7K 0.01% 332
2021
Q3 		$70.5K Sell
5,200
-48
-0.9% -$681 0.04% 201
2021
Q2 		$75K Sell
5,248
-11
-0.2% -$159 0.04% 216
2021
Q1 		$73.5K Buy
5,259
+5
+0.1% +$81 0.04% 209
2020
Q4 		$98.5K Buy
+5,254
New +$85.7K 0.06% 169

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Financial Perspectives's VTRS Position: Q3 2026 in Review

Financial Perspectives reduced its Viatris (VTRS) stake by 54% in Q3 2026, selling an estimated $12.5K and leaving 626 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Financial Perspectives first reported a position in VTRS in Q4 2020 and has held it in 24 quarters since. The position peaked at $98.5K in Q4 2020. 639 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Financial Perspectives held 626 shares of Viatris worth $11.1K as of Q3 2026.
  • Financial Perspectives sold 740 Viatris shares in Q3 2026, an estimated $12.5K.
  • Viatris made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #542 holding.
  • Financial Perspectives first reported a position in Viatris in Q4 2020 and has held it in 24 quarters since.
  • Financial Perspectives's Viatris position peaked at $98.5K in Q4 2020.
  • 639 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.