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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
2020
Q3 		– Sell
-300
Closed -$482K – 508
2020
Q2 		$482K Hold
300
– – 0.06% 239
2020
Q1 		$447K Buy
+300
New +$5.75K 0.08% 170
2019
Q4 		– Sell
-1,637
Closed -$3.24M – 529
2019
Q3 		$3.24M Hold
1,637
– – 0.29% 62
2019
Q2 		$3.12M Hold
1,637
– – 0.36% 62
2019
Q1 		$4.64M Buy
+1,637
New +$47.7K 0.85% 25

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.