SummitTX Capital
VTRS icon

SummitTX Capital’s Viatris VTRS Stock Holding History

SummitTX Capital’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
2025
Q4 		– Sell
-42,997
Closed -$426K – 982
2025
Q3 		$426K Buy
42,997
+9,879
+30% +$96.2K 0.02% 555
2025
Q2 		$296K Buy
33,118
+22,105
+201% +$187K 0.01% 618
2025
Q1 		$95.9K Buy
+11,013
New +$116K ﹤0.01% 760

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SummitTX Capital's VTRS Position: Q4 2025 in Review

SummitTX Capital sold out of Viatris (VTRS) in Q4 2025, closing a stake of 42,997 shares — an estimated $426K sold.

SummitTX Capital first reported a position in VTRS in Q1 2025 and held it in 3 quarters. The position peaked at $426K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • SummitTX Capital reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 42,997 Viatris shares in Q4 2025, an estimated $426K.
  • SummitTX Capital first reported a position in Viatris in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Viatris position peaked at $426K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.