Neo Ivy Capital Management’s Viatris VTRS Stock Holding History

Neo Ivy Capital 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	–	Sell	-27,115	Closed	-$366K	–	508
2026 Q1	$366K	Sell	27,115 -4,776	-15%	-$66.8K	0.1%	245
2025 Q4	$397K	Buy	+31,891	New	+$344K	0.06%	219
2025 Q2	–	Sell	-236,754	Closed	-$2.06M	–	491
2025 Q1	$2.06M	Buy	+236,754	New	+$2.49M	0.66%	64
2024 Q3	–	Sell	-83,032	Closed	-$883K	–	405
2024 Q2	$883K	Buy	+83,032	New	+$917K	0.17%	144
2023 Q3	–	Sell	-36,315	Closed	-$362K	–	465
2023 Q2	$362K	Buy	+36,315	New	+$347K	0.19%	155
2021 Q4	–	Sell	-8,302	Closed	-$133K	–	645
2021 Q3	$133K	Buy	+8,302	New	+$118K	0.15%	206
2020 Q4	–	Sell	-15,013	Closed	-$222K	–	593
2020 Q3	$222K	Buy	15,013 +6,711	+81%	+$107K	0.22%	178
2020 Q2	$133K	Sell	8,302 -2,289	-22%	-$37.1K	0.15%	206
2020 Q1	$158K	Buy	+10,591	New	+$203K	0.26%	155
2019 Q1	–	Sell	-10,342	Closed	-$283K	–	408
2018 Q4	$283K	Buy	+10,342	New	+$335K	0.22%	179

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neo Ivy Capital Management's VTRS Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Viatris (VTRS) in Q2 2026, closing a stake of 27,115 shares — an estimated $366K sold.

Neo Ivy Capital Management first reported a position in VTRS in Q4 2018 and held it in 10 quarters. The position peaked at $2.06M in Q1 2025. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Neo Ivy Capital Management reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 27,115 Viatris shares in Q2 2026, an estimated $366K.
Neo Ivy Capital Management first reported a position in Viatris in Q4 2018 and held it in 10 quarters.
Neo Ivy Capital Management's Viatris position peaked at $2.06M in Q1 2025.
1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.