PCM
VTRS icon

Poehling Capital Management’s Viatris VTRS Stock Holding History

Poehling 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
Q2 		$10.7M Sell
672,250
-2,382
-0.4% -$36.9K 2.29% 9
2026
Q1 		$9.11M Sell
674,632
-2,667
-0.4% -$37.3K 1.92% 12
2025
Q4 		$8.43M Sell
677,299
-192
-0% -$2.07K 1.73% 14
2025
Q3 		$6.71M Sell
677,491
-5,037
-0.7% -$49K 1.41% 20
2025
Q2 		$6.09M Buy
682,528
+5,021
+0.7% +$42.5K 1.42% 20
2025
Q1 		$5.9M Buy
677,507
+12,964
+2% +$136K 1.49% 17
2024
Q4 		$8.27M Buy
664,543
+3,049
+0.5% +$37.5K 2.04% 12
2024
Q3 		$7.68M Buy
661,494
+3,267
+0.5% +$37.7K 1.96% 12
2024
Q2 		$7M Buy
658,227
+49,359
+8% +$545K 1.91% 13
2024
Q1 		$7.27M Buy
608,868
+26,787
+5% +$323K 1.95% 12
2023
Q4 		$6.3M Sell
582,081
-181,285
-24% -$1.74M 2% 14
2023
Q3 		$7.53M Sell
763,366
-24,745
-3% -$258K 2.63% 8
2023
Q2 		$7.87M Sell
788,111
-44,100
-5% -$421K 2.66% 6
2023
Q1 		$8.01M Buy
832,211
+21,328
+3% +$237K 2.7% 6
2022
Q4 		$9.03M Sell
810,883
-149,483
-16% -$1.56M 3.38% 3
2022
Q3 		$8.18M Buy
960,366
+3,581
+0.4% +$35.2K 3.43% 4
2022
Q2 		$10M Sell
956,785
-4,755
-0.5% -$52.1K 3.77% 3
2022
Q1 		$10.5M Buy
961,540
+420,719
+78% +$5.54M 3.23% 4
2021
Q4 		$7.32M Buy
540,821
+59,357
+12% +$793K 2.36% 10
2021
Q3 		$6.52M Buy
481,464
+158,045
+49% +$2.24M 2.2% 12
2021
Q2 		$4.62M Buy
323,419
+21,356
+7% +$309K 1.47% 16
2021
Q1 		$4.22M Buy
+302,063
New +$4.92M 1.48% 18
2020
Q1 		– Sell
-29,210
Closed -$587K – 119
2019
Q4 		$587K Sell
29,210
-3,820
-12% -$71.1K 0.38% 61
2019
Q3 		$653K Sell
33,030
-4,185
-11% -$82.1K 0.48% 56
2019
Q2 		$709K Buy
+37,215
New +$823K 0.48% 61

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

Poehling Capital Management's VTRS Position: Q2 2026 in Review

Poehling Capital Management reduced its Viatris (VTRS) stake by 0.35% in Q2 2026, selling an estimated $36.9K and leaving 672,250 shares worth $10.7M. The position accounts for 2.29% of the portfolio, ranked #9.

Poehling Capital Management first reported a position in VTRS in Q2 2019 and has held it in 25 quarters since. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Poehling Capital Management held 672,250 shares of Viatris worth $10.7M as of Q2 2026.
  • Poehling Capital Management sold 2,382 Viatris shares in Q2 2026, an estimated $36.9K.
  • Viatris made up 2.29% of Poehling Capital Management's portfolio in Q2 2026, its #9 holding.
  • Poehling Capital Management first reported a position in Viatris in Q2 2019 and has held it in 25 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.