Stifel Financial
VTRS icon

Stifel Financial’s Viatris VTRS Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-9,300
Closed -$494K – 2401
2014
Q4 		$494K Buy
+9,300
New +$499K ﹤0.01% 1617

Other funds holding VTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial's VTRS Position: Q1 2026 in Review

Stifel Financial reduced its Viatris (VTRS) stake by 22% in Q1 2026, selling an estimated $3.73M and leaving 923,786 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #852.

Stifel Financial first reported a position in VTRS in Q1 2014 and has held it in 48 quarters since. The position peaked at $27.3M in Q2 2021. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Stifel Financial held 923,786 shares of Viatris worth $12.5M as of Q1 2026.
  • Stifel Financial sold 266,814 Viatris shares in Q1 2026, an estimated $3.73M.
  • Viatris made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #852 holding.
  • Stifel Financial first reported a position in Viatris in Q1 2014 and has held it in 48 quarters since.
  • Stifel Financial's Viatris position peaked at $27.3M in Q2 2021.
  • 1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.