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Sagewood Asset Management’s Viatris VTRS Stock Holding History

Sagewood Asset 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 		$494K Buy
31,121
+4,678
+18% +$72.5K 0.11% 182
2026
Q1 		$357K Buy
26,443
+2,440
+10% +$34.1K 0.11% 183
2025
Q4 		$299K Buy
+24,003
New +$259K 0.11% 179

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's VTRS Position: Q2 2026 in Review

Sagewood Asset Management increased its Viatris (VTRS) stake by 18% in Q2 2026, buying an estimated $72.5K and bringing the position to 31,121 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #182.

Sagewood Asset Management first reported a position in VTRS in Q4 2025 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Sagewood Asset Management held 31,121 shares of Viatris worth $494K as of Q2 2026.
  • Sagewood Asset Management bought 4,678 Viatris shares in Q2 2026, an estimated $72.5K.
  • Viatris made up 0.11% of Sagewood Asset Management's portfolio in Q2 2026, its #182 holding.
  • Sagewood Asset Management first reported a position in Viatris in Q4 2025 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.