Ray Dalio
VTRS icon

Ray Dalio’s Viatris VTRS Stock Holding History

Ray Dalio’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
Q1 		$9.81M Sell
725,884
-698,933
-49% -$9.78M 0.04% 270
2025
Q4 		$17.7M Sell
1,424,817
-87,239
-6% -$941K 0.06% 230
2025
Q3 		$15M Buy
1,512,056
+1,170,635
+343% +$11.4M 0.06% 254
2025
Q2 		$3.05M Sell
341,421
-269,448
-44% -$2.28M 0.01% 378
2025
Q1 		$5.32M Sell
610,869
-1,683,009
-73% -$17.7M 0.02% 345
2024
Q4 		$28.6M Buy
2,293,878
+955,786
+71% +$11.7M 0.13% 126
2024
Q3 		$15.5M Buy
1,338,092
+959,473
+253% +$11.1M 0.09% 194
2024
Q2 		$4.02M Sell
378,619
-143,842
-28% -$1.59M 0.02% 396
2024
Q1 		$6.24M Buy
522,461
+366,474
+235% +$4.41M 0.03% 344
2023
Q4 		$1.69M Sell
155,987
-60,565
-28% -$580K 0.01% 549
2023
Q3 		$2.14M Sell
216,552
-118,407
-35% -$1.23M 0.01% 491
2023
Q2 		$3.34M Sell
334,959
-111,234
-25% -$1.06M 0.02% 383
2023
Q1 		$4.29M Sell
446,193
-122,901
-22% -$1.36M 0.03% 336
2022
Q4 		$6.33M Buy
569,094
+78,463
+16% +$820K 0.03% 317
2022
Q3 		$4.18M Sell
490,631
-200,578
-29% -$1.97M 0.02% 422
2022
Q2 		$7.24M Buy
691,209
+271,140
+65% +$2.97M 0.03% 403
2022
Q1 		$4.57M Buy
420,069
+167,264
+66% +$2.2M 0.02% 495
2021
Q4 		$3.42M Buy
252,805
+5,893
+2% +$78.7K 0.02% 377
2021
Q3 		$3.35M Sell
246,912
-49,828
-17% -$707K 0.02% 353
2021
Q2 		$4.24M Buy
296,740
+255,408
+618% +$3.7M 0.03% 360
2021
Q1 		$577K Buy
+41,332
New +$674K 0.01% 361
2015
Q1 		– Sell
-52,706
Closed -$2.97M – 400
2014
Q4 		$2.97M Sell
52,706
-4,400
-8% -$236K 0.02% 167
2014
Q3 		$2.6M Buy
+57,106
New +$2.78M 0.02% 152
2013
Q3 		– Sell
-61,097
Closed -$1.9M – 403
2013
Q2 		$1.9M Buy
+61,097
New +$1.82M 0.02% 159

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ray Dalio's VTRS Position: Q1 2026 in Review

Ray Dalio reduced its Viatris (VTRS) stake by 49% in Q1 2026, selling an estimated $9.78M and leaving 725,884 shares worth $9.81M. The position accounts for 0.04% of the portfolio, ranked #270.

Ray Dalio first reported a position in VTRS in Q2 2013 and has held it in 24 quarters since. The position peaked at $28.6M in Q4 2024. 1,023 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Ray Dalio held 725,884 shares of Viatris worth $9.81M as of Q1 2026.
  • Ray Dalio sold 698,933 Viatris shares in Q1 2026, an estimated $9.78M.
  • Viatris made up 0.04% of Ray Dalio's portfolio in Q1 2026, its #270 holding.
  • Ray Dalio first reported a position in Viatris in Q2 2013 and has held it in 24 quarters since.
  • Ray Dalio's Viatris position peaked at $28.6M in Q4 2024.
  • 1,023 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.