Kovitz Investment Group Partners
VTRS icon

Kovitz Investment Group Partners’s Viatris VTRS Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-72,991
Closed -$723K – 1316
2025
Q3 		$723K Buy
72,991
+19,392
+36% +$189K ﹤0.01% 919
2025
Q2 		$479K Buy
53,599
+6,034
+13% +$51K ﹤0.01% 986
2025
Q1 		$414K Sell
47,565
-5,434
-10% -$57K ﹤0.01% 962
2024
Q4 		$660K Buy
52,999
+14,627
+38% +$180K ﹤0.01% 823
2024
Q3 		$346K Buy
38,372
+19,740
+106% +$228K ﹤0.01% 837
2024
Q2 		$198K Buy
18,632
+775
+4% +$8.56K ﹤0.01% 797
2024
Q1 		$213K Buy
17,857
+745
+4% +$8.97K ﹤0.01% 626
2023
Q4 		$185K Buy
17,112
+4,420
+35% +$42.3K ﹤0.01% 401
2023
Q3 		$125K Buy
12,692
+88
+0.7% +$916 ﹤0.01% 390
2023
Q2 		$126K Sell
12,604
-1,909
-13% -$18.2K ﹤0.01% 404
2023
Q1 		$140K Buy
14,513
+365
+3% +$4.05K ﹤0.01% 410
2022
Q4 		$157K Buy
14,148
+423
+3% +$4.42K ﹤0.01% 385
2022
Q3 		$117K Sell
13,725
-10
-0.1% -$98 ﹤0.01% 384
2022
Q2 		$144K Buy
13,735
+875
+7% +$9.59K ﹤0.01% 399
2022
Q1 		$140K Sell
12,860
-6,978
-35% -$91.9K ﹤0.01% 410
2021
Q4 		$372K Sell
19,838
-1,545
-7% -$20.6K 0.01% 357
2021
Q3 		$290K Buy
21,383
+647
+3% +$9.18K 0.01% 391
2021
Q2 		$296K Sell
20,736
-846
-4% -$12.2K 0.01% 383
2021
Q1 		$302K Buy
21,582
+2,266
+12% +$36.9K 0.01% 366
2020
Q4 		$362K Buy
+19,316
New +$315K 0.01% 358

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group Partners's VTRS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Viatris (VTRS) in Q4 2025, closing a stake of 72,991 shares — an estimated $723K sold.

Kovitz Investment Group Partners first reported a position in VTRS in Q4 2020 and held it in 20 quarters. The position peaked at $723K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 72,991 Viatris shares in Q4 2025, an estimated $723K.
  • Kovitz Investment Group Partners first reported a position in Viatris in Q4 2020 and held it in 20 quarters.
  • Kovitz Investment Group Partners's Viatris position peaked at $723K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.