Keynote Financial Services’s Viatris VTRS Stock Holding History

Keynote Financial Services’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	–	Sell	-12,440	Closed	-$168K	–	193
2026 Q1	$168K	Hold	12,440	–	–	0.09%	165
2025 Q4	$155K	Sell	12,440 -256	-2%	-$2.76K	0.09%	160
2025 Q3	$126K	Sell	12,696 -4,800	-27%	-$46.7K	0.08%	158
2025 Q2	$156K	Hold	17,496	–	–	0.11%	155
2025 Q1	$152K	Sell	17,496 -300	-2%	-$3.15K	0.11%	149
2024 Q4	$222K	Sell	17,796 -5,241	-23%	-$64.4K	0.17%	131
2024 Q3	$267K	Sell	23,037 -4,055	-15%	-$46.8K	0.2%	116
2024 Q2	$288K	Sell	27,092 -3,000	-10%	-$33.1K	0.24%	104
2024 Q1	$359K	Buy	+30,092	New	+$362K	0.3%	93

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Keynote Financial Services's VTRS Position: Q2 2026 in Review

Keynote Financial Services sold out of Viatris (VTRS) in Q2 2026, closing a stake of 12,440 shares — an estimated $168K sold.

Keynote Financial Services first reported a position in VTRS in Q1 2024 and held it in 9 quarters. The position peaked at $359K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Keynote Financial Services reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
Keynote Financial Services sold 12,440 Viatris shares in Q2 2026, an estimated $168K.
Keynote Financial Services first reported a position in Viatris in Q1 2024 and held it in 9 quarters.
Keynote Financial Services's Viatris position peaked at $359K in Q1 2024.
1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.