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Lorne Steinberg Wealth Management’s Viatris VTRS Stock Holding History

Lorne Steinberg Wealth Management’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 		$5.62M Sell
353,971
-270,045
-43% -$4.19M 1.16% 36
2026
Q1 		$8.43M Buy
624,016
+900
+0.1% +$12.6K 2% 24
2025
Q4 		$7.76M Sell
623,116
-6,295
-1% -$67.9K 1.78% 28
2025
Q3 		$6.23M Sell
629,411
-275
-0% -$2.68K 1.5% 33
2025
Q2 		$5.62M Sell
629,686
-14,675
-2% -$124K 1.47% 34
2025
Q1 		$5.61M Buy
644,361
+870
+0.1% +$9.13K 1.64% 31
2024
Q4 		$8.01M Buy
643,491
+2,070
+0.3% +$25.4K 2.32% 15
2024
Q3 		$7.45M Sell
641,421
-990
-0.2% -$11.4K 2.15% 17
2024
Q2 		$6.83M Buy
642,411
+5,850
+0.9% +$64.6K 2.2% 15
2024
Q1 		$7.6M Buy
636,561
+2,380
+0.4% +$28.7K 2.37% 15
2023
Q4 		$6.87M Sell
634,181
-5,400
-0.8% -$51.7K 2.31% 12
2023
Q3 		$6.31M Sell
639,581
-13,850
-2% -$144K 2.43% 10
2023
Q2 		$6.52M Sell
653,431
-1,475
-0.2% -$14.1K 2.46% 10
2023
Q1 		$6.3M Hold
654,906
– – 2.52% 11
2022
Q4 		$7.29M Sell
654,906
-3,120
-0.5% -$32.6K 3.13% 3
2022
Q3 		$5.61M Sell
658,026
-9,205
-1% -$90.6K 2.72% 10
2022
Q2 		$6.99M Sell
667,231
-3,714
-0.6% -$40.7K 3.29% 3
2022
Q1 		$7.3M Buy
670,945
+336,390
+101% +$4.43M 3.37% 5
2021
Q4 		$4.53M Sell
334,555
-33,965
-9% -$454K 1.95% 26
2021
Q3 		$4.99M Buy
368,520
+7,800
+2% +$111K 2.42% 20
2021
Q2 		$5.16M Buy
360,720
+1,185
+0.3% +$17.1K 2.53% 21
2021
Q1 		$5.02M Buy
359,535
+245,610
+216% +$4M 2.66% 15
2020
Q4 		$2.14M Buy
+113,925
New +$1.86M 1.33% 33

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

Lorne Steinberg Wealth Management's VTRS Position: Q2 2026 in Review

Lorne Steinberg Wealth Management reduced its Viatris (VTRS) stake by 43% in Q2 2026, selling an estimated $4.19M and leaving 353,971 shares worth $5.62M. The position accounts for 1.16% of the portfolio, ranked #36.

Lorne Steinberg Wealth Management first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.43M in Q1 2026. 1,027 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Lorne Steinberg Wealth Management held 353,971 shares of Viatris worth $5.62M as of Q2 2026.
  • Lorne Steinberg Wealth Management sold 270,045 Viatris shares in Q2 2026, an estimated $4.19M.
  • Viatris made up 1.16% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Lorne Steinberg Wealth Management first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Lorne Steinberg Wealth Management's Viatris position peaked at $8.43M in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.