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LRI Investments’s Viatris VTRS Stock Holding History

LRI Investments’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 		$11.7K Buy
737
+582
+375% +$9.02K ﹤0.01% 917
2026
Q1 		$2.09K Hold
155
– – ﹤0.01% 1255
2025
Q4 		$1.93K Sell
155
-264
-63% -$2.85K ﹤0.01% 1209
2025
Q3 		$4.15K Hold
419
– – ﹤0.01% 1082
2025
Q2 		$3.74K Hold
419
– – ﹤0.01% 1079
2025
Q1 		$3.65K Sell
419
-15
-3% -$157 ﹤0.01% 1014
2024
Q4 		$5.4K Hold
434
– – ﹤0.01% 910
2024
Q3 		$5.48K Buy
434
+28
+7% +$323 ﹤0.01% 912
2024
Q2 		$4.32K Sell
406
-683
-63% -$7.55K ﹤0.01% 939
2024
Q1 		$13K Buy
+1,089
New +$13.1K ﹤0.01% 454

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

LRI Investments's VTRS Position: Q2 2026 in Review

LRI Investments increased its Viatris (VTRS) stake by 375% in Q2 2026, buying an estimated $9.02K and bringing the position to 737 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

LRI Investments first reported a position in VTRS in Q1 2024 and has held it in 10 quarters since. The position peaked at $13K in Q1 2024. 1,031 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • LRI Investments held 737 shares of Viatris worth $11.7K as of Q2 2026.
  • LRI Investments bought 582 Viatris shares in Q2 2026, an estimated $9.02K.
  • Viatris made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #917 holding.
  • LRI Investments first reported a position in Viatris in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Viatris position peaked at $13K in Q1 2024.
  • 1,031 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.