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HighPoint Advisor Group’s Viatris VTRS Stock Holding History

HighPoint Advisor Group’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
-73,708
Closed -$918K – 1037
2025
Q4 		$918K Buy
73,708
+4,828
+7% +$52.1K 0.02% 484
2025
Q3 		$682K Buy
68,880
+7,008
+11% +$68.2K 0.03% 323
2025
Q2 		$553K Buy
61,872
+3,576
+6% +$30.2K 0.03% 353
2025
Q1 		$486K Buy
58,296
+6,939
+14% +$72.8K 0.03% 367
2024
Q4 		$545K Buy
51,357
+10,675
+26% +$131K 0.03% 354
2024
Q3 		$473K Buy
40,682
+33
+0.1% +$381 0.03% 369
2024
Q2 		$493K Buy
40,649
+768
+2% +$8.49K 0.03% 353
2024
Q1 		$453K Buy
39,881
+5,921
+17% +$71.3K 0.03% 366
2023
Q4 		$402K Buy
+33,960
New +$325K 0.03% 405
2022
Q2 		$235K Buy
+22,806
New +$250K 0.03% 459
2021
Q3 		$229K Buy
16,916
+555
+3% +$7.88K 0.02% 472
2021
Q2 		$234K Buy
16,361
+3,574
+28% +$51.7K 0.02% 464
2021
Q1 		$171K Buy
12,787
+2,188
+21% +$35.7K 0.02% 470
2020
Q4 		$196K Buy
+10,599
New +$173K 0.02% 440

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 $3.37T AUM 44.26% 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

HighPoint Advisor Group's VTRS Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Viatris (VTRS) in Q1 2026, closing a stake of 73,708 shares — an estimated $918K sold.

HighPoint Advisor Group first reported a position in VTRS in Q4 2020 and held it in 14 quarters. The position peaked at $918K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 73,708 Viatris shares in Q1 2026, an estimated $918K.
  • HighPoint Advisor Group first reported a position in Viatris in Q4 2020 and held it in 14 quarters.
  • HighPoint Advisor Group's Viatris position peaked at $918K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.