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IEQ Capital’s Viatris VTRS Stock Holding History

IEQ Capital’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 		$683K Sell
42,996
-33,490
-44% -$519K ﹤0.01% 1267
2026
Q1 		$1.03M Sell
76,486
-131,131
-63% -$1.84M ﹤0.01% 1036
2025
Q4 		$2.58M Buy
207,617
+105,949
+104% +$1.14M 0.01% 707
2025
Q3 		$1.01M Buy
101,668
+46,126
+83% +$449K ﹤0.01% 998
2025
Q2 		$496K Buy
55,542
+44,665
+411% +$378K ﹤0.01% 1162
2025
Q1 		$94.7K Sell
10,877
-2,923
-21% -$30.7K ﹤0.01% 1486
2024
Q4 		$172K Sell
13,800
-54,837
-80% -$674K ﹤0.01% 1227
2024
Q3 		$797K Sell
68,637
-11,372
-14% -$131K 0.01% 608
2024
Q2 		$850K Buy
80,009
+38,405
+92% +$424K 0.01% 514
2024
Q1 		$497K Buy
41,604
+5,114
+14% +$61.6K 0.01% 621
2023
Q4 		$395K Sell
36,490
-5,733
-14% -$54.9K 0.01% 646
2023
Q3 		$416K Buy
42,223
+7,422
+21% +$77.3K 0.01% 623
2023
Q2 		$347K Sell
34,801
-14,308
-29% -$137K 0.01% 630
2023
Q1 		$472K Buy
49,109
+22,452
+84% +$249K 0.01% 582
2022
Q4 		$297K Sell
26,657
-12,973
-33% -$136K 0.01% 633
2022
Q3 		$338K Buy
39,630
+26,674
+206% +$263K 0.01% 634
2022
Q2 		$136K Sell
12,956
-2,014
-13% -$22.1K ﹤0.01% 756
2022
Q1 		$163K Buy
+14,970
New +$197K ﹤0.01% 775
2021
Q4 		– Sell
-20,655
Closed -$279K – 759
2021
Q3 		$279K Buy
20,655
+8,714
+73% +$124K 0.01% 576
2021
Q2 		$171K Buy
+11,941
New +$173K 0.01% 590

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IEQ Capital's VTRS Position: Q2 2026 in Review

IEQ Capital reduced its Viatris (VTRS) stake by 44% in Q2 2026, selling an estimated $519K and leaving 42,996 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

IEQ Capital first reported a position in VTRS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.58M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • IEQ Capital held 42,996 shares of Viatris worth $683K as of Q2 2026.
  • IEQ Capital sold 33,490 Viatris shares in Q2 2026, an estimated $519K.
  • Viatris made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1267 holding.
  • IEQ Capital first reported a position in Viatris in Q2 2021 and has held it in 20 quarters since.
  • IEQ Capital's Viatris position peaked at $2.58M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.