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 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

BlackRock New York $6.73T AUM 46.02% 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neo Ivy Capital Management's VTRS Position: Q1 2026 in Review

Neo Ivy Capital Management reduced its Viatris (VTRS) stake by 15% in Q1 2026, selling an estimated $66.8K and leaving 27,115 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #245.

Neo Ivy Capital Management first reported a position in VTRS in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.06M in Q1 2025. 1,023 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

Neo Ivy Capital Management held 27,115 shares of Viatris worth $366K as of Q1 2026.
Neo Ivy Capital Management sold 4,776 Viatris shares in Q1 2026, an estimated $66.8K.
Viatris made up 0.1% of Neo Ivy Capital Management's portfolio in Q1 2026, its #245 holding.
Neo Ivy Capital Management first reported a position in Viatris in Q4 2018 and has held it in 10 quarters since.
Neo Ivy Capital Management's Viatris position peaked at $2.06M in Q1 2025.
1,023 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.