Perigon Wealth Management
VTRS icon

Perigon Wealth Management’s Viatris VTRS Stock Holding History

Perigon 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 		$288K Buy
16,240
+237
+1% +$4K ﹤0.01% 1169
2026
Q2 		$254K Sell
16,003
-987
-6% -$15.3K ﹤0.01% 1216
2026
Q1 		$230K Buy
16,990
+349
+2% +$4.88K ﹤0.01% 1145
2025
Q4 		$207K Sell
16,641
-280
-2% -$3.02K ﹤0.01% 1235
2025
Q3 		$168K Buy
16,921
+4,615
+38% +$44.9K ﹤0.01% 1178
2025
Q2 		$110K Sell
12,306
-6,146
-33% -$52K ﹤0.01% 1031
2025
Q1 		$161K Sell
18,452
-1,097
-6% -$11.5K ﹤0.01% 989
2024
Q4 		$222K Buy
19,549
+1,762
+10% +$21.7K 0.01% 930
2024
Q3 		$207K Buy
+17,787
New +$205K 0.01% 929
2024
Q1 		– Sell
-15,440
Closed -$167K – 908
2023
Q4 		$167K Buy
15,440
+2,280
+17% +$21.8K 0.01% 798
2023
Q3 		$130K Buy
13,160
+349
+3% +$3.63K 0.01% 747
2023
Q2 		$128K Buy
12,811
+107
+0.8% +$1.02K 0.01% 744
2023
Q1 		$122K Sell
12,704
-532
-4% -$5.9K 0.01% 678
2022
Q4 		$147K Buy
+13,236
New +$138K 0.01% 664
2021
Q1 		– Sell
-2,464
Closed -$46K – 1027
2020
Q4 		$46K Buy
+2,464
New +$40.2K 0.01% 770

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Perigon Wealth Management increased its Viatris (VTRS) stake by 1.5% in Q3 2026, buying an estimated $4K and bringing the position to 16,240 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Perigon Wealth Management first reported a position in VTRS in Q4 2020 and has held it in 15 quarters since. 864 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Perigon Wealth Management held 16,240 shares of Viatris worth $288K as of Q3 2026.
  • Perigon Wealth Management bought 237 Viatris shares in Q3 2026, an estimated $4K.
  • Viatris made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1169 holding.
  • Perigon Wealth Management first reported a position in Viatris in Q4 2020 and has held it in 15 quarters since.
  • 864 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.