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Greenleaf Trust’s Viatris VTRS Stock Holding History

Greenleaf Trust’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 		$581K Sell
36,589
-381
-1% -$5.91K 0.01% 478
2026
Q1 		$499K Buy
36,970
+1,895
+5% +$26.5K ﹤0.01% 491
2025
Q4 		$437K Buy
35,075
+1,124
+3% +$12.1K ﹤0.01% 543
2025
Q3 		$336K Sell
33,951
-1,922
-5% -$18.7K ﹤0.01% 606
2025
Q2 		$320K Sell
35,873
-793
-2% -$6.71K ﹤0.01% 611
2025
Q1 		$319K Buy
36,666
+5,454
+17% +$57.3K ﹤0.01% 624
2024
Q4 		$389K Sell
31,212
-651
-2% -$8K ﹤0.01% 573
2024
Q3 		$370K Buy
31,863
+1,485
+5% +$17.1K ﹤0.01% 591
2024
Q2 		$323K Buy
30,378
+404
+1% +$4.46K ﹤0.01% 595
2024
Q1 		$358K Buy
29,974
+239
+0.8% +$2.88K ﹤0.01% 552
2023
Q4 		$322K Sell
29,735
-13,454
-31% -$129K ﹤0.01% 577
2023
Q3 		$426K Buy
43,189
+711
+2% +$7.4K ﹤0.01% 482
2023
Q2 		$424K Sell
42,478
-232
-0.5% -$2.22K ﹤0.01% 489
2023
Q1 		$411K Buy
42,710
+4,659
+12% +$51.7K ﹤0.01% 509
2022
Q4 		$424K Buy
38,051
+8,958
+31% +$93.6K 0.01% 490
2022
Q3 		$248K Buy
29,093
+282
+1% +$2.78K ﹤0.01% 609
2022
Q2 		$302K Sell
28,811
-205
-0.7% -$2.25K ﹤0.01% 551
2022
Q1 		$316K Buy
29,016
+753
+3% +$9.92K ﹤0.01% 574
2021
Q4 		$382K Sell
28,263
-1,516
-5% -$20.2K ﹤0.01% 520
2021
Q3 		$404K Sell
29,779
-2,808
-9% -$39.8K ﹤0.01% 470
2021
Q2 		$466K Sell
32,587
-4,507
-12% -$65.2K 0.01% 414
2021
Q1 		$518K Sell
37,094
-9,906
-21% -$161K 0.01% 366
2020
Q4 		$881K Buy
47,000
+32,451
+223% +$529K 0.01% 201
2020
Q3 		$216K Buy
14,549
+3,373
+30% +$53.9K ﹤0.01% 502
2020
Q2 		$180K Buy
+11,176
New +$181K ﹤0.01% 520

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Greenleaf Trust's VTRS Position: Q2 2026 in Review

Greenleaf Trust reduced its Viatris (VTRS) stake by 1% in Q2 2026, selling an estimated $5.91K and leaving 36,589 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #478.

Greenleaf Trust first reported a position in VTRS in Q2 2020 and has held it in 25 quarters since. The position peaked at $881K in Q4 2020. 189 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Greenleaf Trust held 36,589 shares of Viatris worth $581K as of Q2 2026.
  • Greenleaf Trust sold 381 Viatris shares in Q2 2026, an estimated $5.91K.
  • Viatris made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #478 holding.
  • Greenleaf Trust first reported a position in Viatris in Q2 2020 and has held it in 25 quarters since.
  • Greenleaf Trust's Viatris position peaked at $881K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.