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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
2019
Q4 		– Sell
-1,837
Closed -$3.63M – 527
2019
Q3 		$3.63M Buy
1,837
+200
+12% +$3.92K 0.32% 54
2019
Q2 		$3.12M Hold
1,637
– – 0.36% 61
2019
Q1 		$4.64M Buy
+1,637
New +$47.7K 0.85% 24

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

Summit Securities Group's VTRS Position: Q1 2026 in Review

Summit Securities Group reduced its Viatris (VTRS) stake by 89% in Q1 2026, selling an estimated $21.3K and leaving 189 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Summit Securities Group first reported a position in VTRS in Q3 2019 and has held it in 16 quarters since. The position peaked at $2.39M in Q3 2019. 1,020 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Summit Securities Group held 189 shares of Viatris worth $2.55K as of Q1 2026.
  • Summit Securities Group sold 1,522 Viatris shares in Q1 2026, an estimated $21.3K.
  • Viatris made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #909 holding.
  • Summit Securities Group first reported a position in Viatris in Q3 2019 and has held it in 16 quarters since.
  • Summit Securities Group's Viatris position peaked at $2.39M in Q3 2019.
  • 1,020 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.