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Summit Securities Group’s Viatris VTRS Stock Holding History

Summit Securities 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
Q2 		$21.3K Buy
1,343
+1,154
+611% +$17.9K ﹤0.01% 705
2026
Q1 		$2.55K Sell
189
-1,522
-89% -$21.3K ﹤0.01% 909
2025
Q4 		$21.3K Sell
1,711
-19,900
-92% -$215K ﹤0.01% 793
2025
Q3 		$214K Buy
21,611
+20,821
+2,636% +$203K 0.04% 260
2025
Q2 		$7.05K Sell
790
-1,589
-67% -$13.4K ﹤0.01% 938
2025
Q1 		$20.7K Buy
+2,379
New +$25K ﹤0.01% 458
2023
Q3 		– Sell
-1,567
Closed -$16K – 1049
2023
Q2 		$16K Sell
1,567
-813
-34% -$7.77K ﹤0.01% 692
2023
Q1 		$23K Sell
2,380
-7,888
-77% -$87.5K ﹤0.01% 605
2022
Q4 		$114K Sell
10,268
-966
-9% -$10.1K ﹤0.01% 574
2022
Q3 		$96K Sell
11,234
-1,653
-13% -$16.3K 0.01% 536
2022
Q2 		$135K Buy
12,887
+2,041
+19% +$22.4K 0.02% 366
2022
Q1 		$118K Sell
10,846
-8,143
-43% -$107K 0.01% 476
2021
Q4 		$257K Buy
+18,989
New +$254K 0.01% 536
2021
Q3 		– Sell
-15,500
Closed -$221K – 902
2021
Q2 		$221K Buy
+15,500
New +$224K 0.02% 633
2020
Q3 		– Sell
-23,900
Closed -$384K – 507
2020
Q2 		$384K Buy
23,900
+3,100
+15% +$50.2K 0.05% 278
2020
Q1 		$310K Buy
+20,800
New +$398K 0.05% 204
2019
Q4 		– Sell
-120,941
Closed -$2.39M – 528
2019
Q3 		$2.39M Buy
+120,941
New +$2.37M 0.21% 75

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

Summit Securities Group's VTRS Position: Q2 2026 in Review

Summit Securities Group increased its Viatris (VTRS) stake by 611% in Q2 2026, buying an estimated $17.9K and bringing the position to 1,343 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Summit Securities Group first reported a position in VTRS in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.39M in Q3 2019. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Summit Securities Group held 1,343 shares of Viatris worth $21.3K as of Q2 2026.
  • Summit Securities Group bought 1,154 Viatris shares in Q2 2026, an estimated $17.9K.
  • Viatris made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #705 holding.
  • Summit Securities Group first reported a position in Viatris in Q3 2019 and has held it in 17 quarters since.
  • Summit Securities Group's Viatris position peaked at $2.39M in Q3 2019.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.