Principle Wealth Partners
VTRS icon

Principle Wealth Partners’s Viatris VTRS Stock Holding History

Principle Wealth Partners’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 		$217K Sell
12,223
-1
-0% -$17 0.01% 386
2026
Q2 		$194K Sell
12,224
-18
-0.1% -$279 0.01% 392
2026
Q1 		$165K Hold
12,242
– – 0.01% 375
2025
Q4 		$152K Hold
12,242
– – 0.01% 369
2025
Q3 		$121K Sell
12,242
-12
-0.1% -$117 0.01% 358
2025
Q2 		$109K Buy
12,254
+12
+0.1% +$101 0.01% 358
2025
Q1 		$107K Sell
12,242
-38
-0.3% -$399 0.01% 340
2024
Q4 		$153K Sell
12,280
-29
-0.2% -$356 0.01% 331
2024
Q3 		$143K Buy
+12,309
New +$142K 0.01% 339
2024
Q2 		– Sell
-12,424
Closed -$148K – 345
2024
Q1 		$148K Sell
12,424
-86
-0.7% -$1.04K 0.01% 342
2023
Q4 		$135K Sell
12,510
-93
-0.7% -$891 0.01% 334
2023
Q3 		$124K Sell
12,603
-13,726
-52% -$143K 0.01% 319
2023
Q2 		$263K Sell
26,329
-109
-0.4% -$1.04K 0.03% 284
2023
Q1 		$254K Sell
26,438
-11
-0% -$122 0.03% 279
2022
Q4 		$294K Sell
26,449
-505
-2% -$5.28K 0.03% 251
2022
Q3 		$230K Sell
26,954
-2,498
-8% -$24.6K 0.02% 268
2022
Q2 		$308K Sell
29,452
-2,392
-8% -$26.2K 0.04% 242
2022
Q1 		$346K Sell
31,844
-2,960
-9% -$39K 0.04% 245
2021
Q4 		$471K Sell
34,804
-842
-2% -$11.2K 0.05% 213
2021
Q3 		$483K Sell
35,646
-3,049
-8% -$43.3K 0.06% 200
2021
Q2 		$553K Sell
38,695
-5,565
-13% -$80.5K 0.06% 188
2021
Q1 		$618K Sell
44,260
-4,764
-10% -$77.6K 0.07% 168
2020
Q4 		$919K Buy
+49,024
New +$800K 0.12% 125

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principle Wealth Partners's VTRS Position: Q3 2026 in Review

Principle Wealth Partners reduced its Viatris (VTRS) stake by 0.01% in Q3 2026, selling an estimated $17 and leaving 12,223 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #386.

Principle Wealth Partners first reported a position in VTRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $919K in Q4 2020. 815 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Principle Wealth Partners held 12,223 shares of Viatris worth $217K as of Q3 2026.
  • Principle Wealth Partners sold 1 Viatris share in Q3 2026, an estimated $17.
  • Viatris made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #386 holding.
  • Principle Wealth Partners first reported a position in Viatris in Q4 2020 and has held it in 23 quarters since.
  • Principle Wealth Partners's Viatris position peaked at $919K in Q4 2020.
  • 815 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.