KFP
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Keystone Financial Planning’s Viatris VTRS Stock Holding History

Keystone Financial Planning’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
-25,402
Closed -$316K – 44
2025
Q4 		$316K Sell
25,402
-481
-2% -$5.19K 0.09% 40
2025
Q3 		$256K Sell
25,883
-66
-0.3% -$642 0.07% 46
2025
Q2 		$232K Sell
25,949
-181
-0.7% -$1.53K 0.07% 45
2025
Q1 		$228K Hold
26,130
– – 0.07% 46
2024
Q4 		$325K Sell
26,130
-60
-0.2% -$737 0.1% 44
2024
Q3 		$304K Sell
26,190
-25
-0.1% -$288 0.09% 43
2024
Q2 		$279K Sell
26,215
-32
-0.1% -$354 0.09% 45
2024
Q1 		$313K Sell
26,247
-871
-3% -$10.5K 0.1% 47
2023
Q4 		$294K Hold
27,118
– – 0.1% 48
2023
Q3 		$267K Sell
27,118
-39
-0.1% -$406 0.09% 46
2023
Q2 		$271K Buy
27,157
+418
+2% +$3.99K 0.09% 45
2023
Q1 		$257K Sell
26,739
-120
-0.4% -$1.33K 0.09% 44
2022
Q4 		$299K Sell
26,859
-160
-0.6% -$1.67K 0.1% 43
2022
Q3 		$230K Buy
27,019
+186
+0.7% +$1.83K 0.09% 44
2022
Q2 		$281K Sell
26,833
-166
-0.6% -$1.82K 0.1% 45
2022
Q1 		$294K Sell
26,999
-214
-0.8% -$2.82K 0.1% 45
2021
Q4 		$368K Sell
27,213
-998
-4% -$13.3K 0.13% 43
2021
Q3 		$382K Buy
28,211
+244
+0.9% +$3.46K 0.14% 41
2021
Q2 		$400K Sell
27,967
-749
-3% -$10.8K 0.14% 40
2021
Q1 		$401K Sell
28,716
-35
-0.1% -$570 0.15% 40
2020
Q4 		$539K Buy
+28,751
New +$469K 0.22% 35

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keystone Financial Planning's VTRS Position: Q1 2026 in Review

Keystone Financial Planning sold out of Viatris (VTRS) in Q1 2026, closing a stake of 25,402 shares — an estimated $316K sold.

Keystone Financial Planning first reported a position in VTRS in Q4 2020 and held it in 21 quarters. The position peaked at $539K in Q4 2020. 1,019 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Keystone Financial Planning reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Planning sold 25,402 Viatris shares in Q1 2026, an estimated $316K.
  • Keystone Financial Planning first reported a position in Viatris in Q4 2020 and held it in 21 quarters.
  • Keystone Financial Planning's Viatris position peaked at $539K in Q4 2020.
  • 1,019 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Keystone Financial Planning's 13F filing for Q1 2026, filed 9 Apr 2026.