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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
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

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 $3.37T AUM 44.26% 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

Steel Grove Capital Advisors's VTRS Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Viatris (VTRS) stake by 0.53% in Q2 2026, buying an estimated $12.3K and bringing the position to 150,985 shares worth $2.4M. The position accounts for 0.22% of the portfolio, ranked #44.

Steel Grove Capital Advisors first reported a position in VTRS in Q2 2025 and has held it in 5 quarters since. 1,022 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Steel Grove Capital Advisors held 150,985 shares of Viatris worth $2.4M as of Q2 2026.
  • Steel Grove Capital Advisors bought 794 Viatris shares in Q2 2026, an estimated $12.3K.
  • Viatris made up 0.22% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Steel Grove Capital Advisors first reported a position in Viatris in Q2 2025 and has held it in 5 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.