LPL Financial
VTRS icon

LPL Financial’s Viatris VTRS Stock Holding History

LPL Financial’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
2024
Q1 		– Sell
-15,700
Closed -$170K – 5038
2023
Q4 		$170K Sell
15,700
-22,600
-59% -$216K ﹤0.01% 4436
2023
Q3 		$378K Buy
+38,300
New +$399K ﹤0.01% 3716

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

LPL Financial's VTRS Position: Q1 2026 in Review

LPL Financial increased its Viatris (VTRS) stake by 4% in Q1 2026, buying an estimated $307K and bringing the position to 575,805 shares worth $7.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

LPL Financial first reported a position in VTRS in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.34M in Q4 2020. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • LPL Financial held 575,805 shares of Viatris worth $7.78M as of Q1 2026.
  • LPL Financial bought 21,958 Viatris shares in Q1 2026, an estimated $307K.
  • Viatris made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2220 holding.
  • LPL Financial first reported a position in Viatris in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Viatris position peaked at $8.34M in Q4 2020.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.