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SageView Advisory Group’s Viatris VTRS Stock Holding History

SageView Advisory Group’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
-19,089
Closed -$238K – 2399
2025
Q4 		$238K Buy
19,089
+1,064
+6% +$11.5K 0.01% 541
2025
Q3 		$178K Buy
+18,025
New +$175K 0.01% 631

Other funds holding VTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's VTRS Position: Q1 2026 in Review

SageView Advisory Group sold out of Viatris (VTRS) in Q1 2026, closing a stake of 19,089 shares — an estimated $238K sold.

SageView Advisory Group first reported a position in VTRS in Q3 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • SageView Advisory Group reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 19,089 Viatris shares in Q1 2026, an estimated $238K.
  • SageView Advisory Group first reported a position in Viatris in Q3 2025 and held it in 2 quarters.
  • SageView Advisory Group's Viatris position peaked at $238K in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.