SL
VTRS icon

Summitry LLC’s Viatris VTRS Stock Holding History

Summitry LLC’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 		$621K Sell
39,099
-2,650
-6% -$41.1K 0.02% 142
2026
Q1 		$564K Buy
41,749
+327
+0.8% +$4.58K 0.02% 127
2025
Q4 		$516K Buy
41,422
+22,651
+121% +$244K 0.02% 119
2025
Q3 		$186K Buy
+18,771
New +$183K 0.01% 216
2025
Q2 		– Sell
-14,718
Closed -$128K – 181
2025
Q1 		$128K Buy
+14,718
New +$155K 0.01% 142

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

Summitry LLC's VTRS Position: Q2 2026 in Review

Summitry LLC reduced its Viatris (VTRS) stake by 6.3% in Q2 2026, selling an estimated $41.1K and leaving 39,099 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #142.

Summitry LLC first reported a position in VTRS in Q1 2025 and has held it in 5 quarters since. 1,026 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Summitry LLC held 39,099 shares of Viatris worth $621K as of Q2 2026.
  • Summitry LLC sold 2,650 Viatris shares in Q2 2026, an estimated $41.1K.
  • Viatris made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #142 holding.
  • Summitry LLC first reported a position in Viatris in Q1 2025 and has held it in 5 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.