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Sage Mountain Advisors’s Viatris VTRS Stock Holding History

Sage Mountain Advisors’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 		– Sell
-32,917
Closed -$410K – 556
2025
Q4 		$410K Buy
32,917
+2,573
+8% +$27.8K 0.02% 315
2025
Q3 		$300K Buy
30,344
+6,283
+26% +$61.2K 0.02% 367
2025
Q2 		$215K Buy
+24,061
New +$203K 0.01% 398

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Rubric Capital Management (New York)
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sage Mountain Advisors's VTRS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Viatris (VTRS) in Q1 2026, closing a stake of 32,917 shares — an estimated $410K sold.

Sage Mountain Advisors first reported a position in VTRS in Q2 2025 and held it in 3 quarters. The position peaked at $410K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 32,917 Viatris shares in Q1 2026, an estimated $410K.
  • Sage Mountain Advisors first reported a position in Viatris in Q2 2025 and held it in 3 quarters.
  • Sage Mountain Advisors's Viatris position peaked at $410K in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.