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Pinnacle Associates’s Viatris VTRS Stock Holding History

Pinnacle Associates’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 		$227K Buy
14,296
+315
+2% +$4.88K ﹤0.01% 895
2026
Q1 		$189K Buy
13,981
+196
+1% +$2.74K ﹤0.01% 914
2025
Q4 		$172K Buy
13,785
+878
+7% +$9.47K ﹤0.01% 907
2025
Q3 		$128K Buy
12,907
+524
+4% +$5.1K ﹤0.01% 848
2025
Q2 		$111K Buy
+12,383
New +$105K ﹤0.01% 832
2021
Q3 		– Sell
-10,214
Closed -$146K – 787
2021
Q2 		$146K Sell
10,214
-4,618
-31% -$66.8K ﹤0.01% 749
2021
Q1 		$207K Sell
14,832
-61,184
-80% -$997K ﹤0.01% 702
2020
Q4 		$1.43M Buy
+76,016
New +$1.24M 0.03% 349
2017
Q3 		– Sell
-63,100
Closed -$2.45M – 688
2017
Q2 		$2.45M Buy
63,100
+1,300
+2% +$49.9K 0.05% 283
2017
Q1 		$2.41M Sell
61,800
-7,650
-11% -$308K 0.05% 292
2016
Q4 		$2.65M Buy
69,450
+5,675
+9% +$211K 0.05% 275
2016
Q3 		$2.43M Buy
63,775
+1,750
+3% +$77.8K 0.05% 281
2016
Q2 		$2.68M Buy
62,025
+10,185
+20% +$451K 0.06% 265
2016
Q1 		$2.4M Buy
51,840
+4,535
+10% +$219K 0.05% 267
2015
Q4 		$2.56M Buy
+47,305
New +$2.27M 0.05% 259
2014
Q1 		– Sell
-15,066
Closed -$654K – 619
2013
Q4 		$654K Sell
15,066
-1,550
-9% -$63.7K 0.01% 418
2013
Q3 		$634K Hold
16,616
– – 0.01% 410
2013
Q2 		$516K Buy
+16,616
New +$496K 0.01% 420

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 $3.37T AUM 44.26% 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

Pinnacle Associates's VTRS Position: Q2 2026 in Review

Pinnacle Associates increased its Viatris (VTRS) stake by 2.3% in Q2 2026, buying an estimated $4.88K and bringing the position to 14,296 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Pinnacle Associates first reported a position in VTRS in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.68M in Q2 2016. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Pinnacle Associates held 14,296 shares of Viatris worth $227K as of Q2 2026.
  • Pinnacle Associates bought 315 Viatris shares in Q2 2026, an estimated $4.88K.
  • Viatris made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #895 holding.
  • Pinnacle Associates first reported a position in Viatris in Q2 2013 and has held it in 18 quarters since.
  • Pinnacle Associates's Viatris position peaked at $2.68M in Q2 2016.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.