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Moneta Group Investment Advisors’s Viatris VTRS Stock Holding History

Moneta Group Investment Advisors’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
Q1 		– Sell
-14,305
Closed -$178K – 861
2025
Q4 		$178K Sell
14,305
-4,270
-23% -$46.1K ﹤0.01% 781
2025
Q3 		$184K Sell
18,575
-1,412
-7% -$13.7K ﹤0.01% 767
2025
Q2 		$178K Sell
19,987
-2,426
-11% -$20.5K ﹤0.01% 680
2025
Q1 		$195K Sell
22,413
-4,887
-18% -$51.3K ﹤0.01% 639
2024
Q4 		$340K Buy
27,300
+11,792
+76% +$145K ﹤0.01% 504
2024
Q3 		$180K Sell
15,508
-497
-3% -$5.73K ﹤0.01% 622
2024
Q2 		$170K Sell
16,005
-3,020
-16% -$33.4K ﹤0.01% 583
2024
Q1 		$227K Sell
19,025
-468
-2% -$5.64K ﹤0.01% 548
2023
Q4 		$211K Sell
19,493
-323
-2% -$3.09K ﹤0.01% 522
2023
Q3 		$195K Sell
19,816
-946
-5% -$9.85K ﹤0.01% 494
2023
Q2 		$207K Buy
20,762
+35
+0.2% +$334 ﹤0.01% 511
2023
Q1 		$199K Buy
20,727
+2,196
+12% +$24.4K ﹤0.01% 504
2022
Q4 		$225K Buy
18,531
+339
+2% +$3.54K 0.01% 417
2022
Q3 		$155K Sell
18,192
-51
-0.3% -$502 0.01% 411
2022
Q2 		$191K Buy
18,243
+688
+4% +$7.54K 0.01% 444
2022
Q1 		$191K Buy
17,555
+2,256
+15% +$29.7K 0.01% 429
2021
Q4 		$207K Sell
15,299
-494
-3% -$6.6K 0.01% 454
2021
Q3 		$214K Sell
15,793
-1,562
-9% -$22.2K 0.01% 423
2021
Q2 		$248K Buy
17,355
+1,464
+9% +$21.2K 0.01% 397
2021
Q1 		$222K Buy
15,891
+203
+1% +$3.31K 0.01% 388
2020
Q4 		$294K Buy
+15,688
New +$256K 0.02% 259
2018
Q2 		– Sell
-700
Closed -$29K – 634
2018
Q1 		$29K Buy
700
+695
+13,900% +$29.6K ﹤0.01% 364
2017
Q4 		$0 Buy
+5
New +$191 ﹤0.01% 554

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

Moneta Group Investment Advisors's VTRS Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Viatris (VTRS) in Q1 2026, closing a stake of 14,305 shares — an estimated $178K sold.

Moneta Group Investment Advisors first reported a position in VTRS in Q4 2017 and held it in 23 quarters. The position peaked at $340K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 14,305 Viatris shares in Q1 2026, an estimated $178K.
  • Moneta Group Investment Advisors first reported a position in Viatris in Q4 2017 and held it in 23 quarters.
  • Moneta Group Investment Advisors's Viatris position peaked at $340K in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.