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Forum Financial Management’s Viatris VTRS Stock Holding History

Forum Financial 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 		– Sell
-30,268
Closed -$377K – 981
2025
Q4 		$377K Buy
30,268
+9,263
+44% +$99.9K ﹤0.01% 627
2025
Q3 		$208K Sell
21,005
-11,353
-35% -$111K ﹤0.01% 951
2025
Q2 		$289K Sell
32,358
-3,948
-11% -$33.4K ﹤0.01% 694
2025
Q1 		$316K Sell
36,306
-31
-0.1% -$325 0.01% 568
2024
Q4 		$452K Buy
36,337
+2,594
+8% +$31.9K 0.01% 419
2024
Q3 		$392K Sell
33,743
-159
-0.5% -$1.83K 0.01% 411
2024
Q2 		$360K Buy
33,902
+241
+0.7% +$2.66K 0.01% 415
2024
Q1 		$402K Sell
33,661
-147
-0.4% -$1.77K 0.01% 397
2023
Q4 		$366K Buy
33,808
+11,544
+52% +$111K 0.01% 381
2023
Q3 		$220K Sell
22,264
-54
-0.2% -$562 ﹤0.01% 551
2023
Q2 		$223K Sell
22,318
-6,932
-24% -$66.2K 0.01% 570
2023
Q1 		$281K Sell
29,250
-45
-0.2% -$499 0.01% 421
2022
Q4 		$326K Buy
29,295
+171
+0.6% +$1.79K 0.01% 364
2022
Q3 		$248K Buy
+29,124
New +$287K 0.01% 416
2022
Q2 		– Sell
-17,171
Closed -$186K – 661
2022
Q1 		$186K Sell
17,171
-417
-2% -$5.49K 0.01% 578
2021
Q4 		$238K Buy
+17,588
New +$235K 0.01% 534

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

Forum Financial Management's VTRS Position: Q1 2026 in Review

Forum Financial Management sold out of Viatris (VTRS) in Q1 2026, closing a stake of 30,268 shares — an estimated $377K sold.

Forum Financial Management first reported a position in VTRS in Q4 2021 and held it in 16 quarters. The position peaked at $452K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Forum Financial Management reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 30,268 Viatris shares in Q1 2026, an estimated $377K.
  • Forum Financial Management first reported a position in Viatris in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Viatris position peaked at $452K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.