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PFG Investments’s Viatris VTRS Stock Holding History

PFG Investments’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 		$276K Sell
17,391
-5,732
-25% -$88.8K 0.01% 984
2026
Q1 		$312K Buy
23,123
+6,665
+40% +$93.3K 0.01% 831
2025
Q4 		$205K Sell
16,458
-227
-1% -$2.45K 0.01% 1007
2025
Q3 		$165K Buy
16,685
+163
+1% +$1.59K 0.01% 1011
2025
Q2 		$148K Buy
16,522
+148
+0.9% +$1.25K 0.01% 955
2025
Q1 		$143K Sell
16,374
-3,081
-16% -$32.3K 0.01% 914
2024
Q4 		$242K Sell
19,455
-4,016
-17% -$49.4K 0.02% 804
2024
Q3 		$272K Sell
23,471
-8,888
-27% -$103K 0.02% 758
2024
Q2 		$344K Buy
32,359
+9,592
+42% +$106K 0.02% 597
2024
Q1 		$272K Buy
+22,767
New +$274K 0.02% 781

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PFG Investments's VTRS Position: Q2 2026 in Review

PFG Investments reduced its Viatris (VTRS) stake by 25% in Q2 2026, selling an estimated $88.8K and leaving 17,391 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #984.

PFG Investments first reported a position in VTRS in Q1 2024 and has held it in 10 quarters since. The position peaked at $344K in Q2 2024. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • PFG Investments held 17,391 shares of Viatris worth $276K as of Q2 2026.
  • PFG Investments sold 5,732 Viatris shares in Q2 2026, an estimated $88.8K.
  • Viatris made up 0.01% of PFG Investments's portfolio in Q2 2026, its #984 holding.
  • PFG Investments first reported a position in Viatris in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Viatris position peaked at $344K in Q2 2024.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.