Steel Grove Capital Advisors
VTRS icon

Steel Grove Capital Advisors’s Viatris VTRS Stock Holding History

Steel Grove Capital 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
Q3 		$2.52M Sell
142,122
-8,863
-6% -$150K 0.22% 48
2026
Q2 		$2.4M Buy
150,985
+794
+0.5% +$12.3K 0.22% 44
2026
Q1 		$2.03M Sell
150,191
-30,840
-17% -$432K 0.21% 45
2025
Q4 		$2.25M Sell
181,031
-27,290
-13% -$294K 0.23% 42
2025
Q3 		$1.86M Hold
208,321
– – 0.22% 60
2025
Q2 		$1.86M Buy
+208,321
New +$1.76M 0.22% 60

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Steel Grove Capital Advisors's VTRS Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its Viatris (VTRS) stake by 5.9% in Q3 2026, selling an estimated $150K and leaving 142,122 shares worth $2.52M. The position accounts for 0.22% of the portfolio, ranked #48.

Steel Grove Capital Advisors first reported a position in VTRS in Q2 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

  • Steel Grove Capital Advisors held 142,122 shares of Viatris worth $2.52M as of Q3 2026.
  • Steel Grove Capital Advisors sold 8,863 Viatris shares in Q3 2026, an estimated $150K.
  • Viatris made up 0.22% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #48 holding.
  • Steel Grove Capital Advisors first reported a position in Viatris in Q2 2025 and has held it in 6 quarters since.
  • 121 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.