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Mascoma Wealth Management’s Viatris VTRS Stock Holding History

Mascoma 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
Q3 		$4.58K Buy
258
+136
+111% +$2.3K ﹤0.01% 396
2026
Q2 		$1.94K Sell
122
-68
-36% -$1.05K ﹤0.01% 456
2026
Q1 		$2.57K Hold
190
– – ﹤0.01% 406
2025
Q4 		$2.37K Sell
190
-27
-12% -$291 ﹤0.01% 408
2025
Q3 		$2.15K Buy
217
+31
+17% +$302 ﹤0.01% 421
2025
Q2 		$1.66K Hold
186
– – ﹤0.01% 443
2025
Q1 		$1.62K Hold
186
– – ﹤0.01% 461
2024
Q4 		$2.32K Hold
186
– – ﹤0.01% 465
2024
Q3 		$2.16K Hold
186
– – ﹤0.01% 426
2024
Q2 		$1.98K Buy
186
+33
+22% +$365 ﹤0.01% 463
2024
Q1 		$1.83K Sell
153
-49
-24% -$590 ﹤0.01% 428
2023
Q4 		$2.19K Sell
202
-103
-34% -$986 ﹤0.01% 439
2023
Q3 		$3.01K Sell
305
-40
-12% -$417 ﹤0.01% 441
2023
Q2 		$3.85K Sell
345
-268
-44% -$2.56K ﹤0.01% 414
2023
Q1 		$5.72K Sell
613
-61
-9% -$677 ﹤0.01% 466
2022
Q4 		$7.5K Sell
674
-80
-11% -$836 ﹤0.01% 442
2022
Q3 		$6K Sell
754
-22
-3% -$217 ﹤0.01% 464
2022
Q2 		$8K Sell
776
-55
-7% -$603 ﹤0.01% 455
2022
Q1 		$9K Sell
831
-66
-7% -$870 ﹤0.01% 460
2021
Q4 		$12K Sell
897
-751
-46% -$10K ﹤0.01% 386
2021
Q3 		$22K Buy
+1,648
New +$23.4K 0.01% 287
2021
Q2 		– Sell
-3,450
Closed -$48K – 423
2021
Q1 		$48K Buy
+3,450
New +$56.2K 0.02% 209
2019
Q3 		– Sell
-1,641
Closed -$31K – 332
2019
Q2 		$31K Hold
1,641
– – 0.02% 196
2019
Q1 		$47K Buy
+1,641
New +$47.9K 0.03% 157

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Mascoma Wealth Management's VTRS Position: Q3 2026 in Review

Mascoma Wealth Management increased its Viatris (VTRS) stake by 111% in Q3 2026, buying an estimated $2.3K and bringing the position to 258 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Mascoma Wealth Management first reported a position in VTRS in Q1 2019 and has held it in 24 quarters since. The position peaked at $48K in Q1 2021. 229 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Mascoma Wealth Management held 258 shares of Viatris worth $4.58K as of Q3 2026.
  • Mascoma Wealth Management bought 136 Viatris shares in Q3 2026, an estimated $2.3K.
  • Viatris made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #396 holding.
  • Mascoma Wealth Management first reported a position in Viatris in Q1 2019 and has held it in 24 quarters since.
  • Mascoma Wealth Management's Viatris position peaked at $48K in Q1 2021.
  • 229 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.