Pinnacle Wealth Planning Services’s Viatris VTRS Stock Holding History

Pinnacle Wealth Planning Services’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	$43.6K	Buy	2,459 +21	+0.9%	+$355	﹤0.01%	1361
2026 Q2	$38.7K	Buy	2,438 +50	+2%	+$775	﹤0.01%	1450
2026 Q1	$32.3K	Buy	2,388 +482	+25%	+$6.75K	﹤0.01%	1450
2025 Q4	$23.7K	Buy	+1,906	New	+$20.6K	﹤0.01%	1640
2023 Q4	–	Sell	-11,526	Closed	-$114K	–	518
2023 Q3	$114K	Hold	11,526	–	–	0.02%	408
2023 Q2	$115K	Buy	+11,526	New	+$110K	0.02%	421
2021 Q1	–	Sell	-3,643	Closed	-$68K	–	1914
2020 Q4	$68K	Buy	+3,643	New	+$59.4K	0.02%	649

Other funds holding VTRS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pinnacle Wealth Planning Services's VTRS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Viatris (VTRS) stake by 0.86% in Q3 2026, buying an estimated $355 and bringing the position to 2,459 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Pinnacle Wealth Planning Services first reported a position in VTRS in Q4 2020 and has held it in 7 quarters since. The position peaked at $115K in Q2 2023. 577 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

Pinnacle Wealth Planning Services held 2,459 shares of Viatris worth $43.6K as of Q3 2026.
Pinnacle Wealth Planning Services bought 21 Viatris shares in Q3 2026, an estimated $355.
Viatris made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1361 holding.
Pinnacle Wealth Planning Services first reported a position in Viatris in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Viatris position peaked at $115K in Q2 2023.
577 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.