Halbert Hargrove Global Advisors
VTRS icon

Halbert Hargrove Global Advisors’s Viatris VTRS Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-47
Closed -$744 – 694
2026
Q2 		$744 Buy
+47
New +$728 ﹤0.01% 477
2025
Q4 		– Sell
-43
Closed -$426 – 739
2025
Q3 		$426 Buy
+43
New +$419 ﹤0.01% 706
2025
Q2 		– Sell
-4
Closed -$35 – 656
2025
Q1 		$35 Buy
+4
New +$42 ﹤0.01% 665

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Bank of New York Mellon
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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Halbert Hargrove Global Advisors's VTRS Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Viatris (VTRS) in Q3 2026, closing a stake of 47 shares — an estimated $744 sold.

Halbert Hargrove Global Advisors first reported a position in VTRS in Q1 2025 and held it in 3 quarters. The position peaked at $744 in Q2 2026. 577 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Viatris position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 47 Viatris shares in Q3 2026, an estimated $744.
  • Halbert Hargrove Global Advisors first reported a position in Viatris in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Viatris position peaked at $744 in Q2 2026.
  • 577 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.