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Tortoise Investment Management’s Viatris VTRS Stock Holding History

Tortoise Investment Management’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
-139
Closed -$1.38K – 1427
2025
Q3 		$1.38K Sell
139
-2
-1% -$19 ﹤0.01% 972
2025
Q2 		$1.26K Buy
141
+122
+642% +$1.03K ﹤0.01% 907
2025
Q1 		$165 Hold
19
– – ﹤0.01% 803
2024
Q4 		$237 Sell
19
-231
-92% -$2.84K ﹤0.01% 842
2024
Q3 		$2.9K Buy
250
+16
+7% +$185 ﹤0.01% 738
2024
Q2 		$2.49K Sell
234
-24
-9% -$265 ﹤0.01% 756
2024
Q1 		$3.08K Hold
258
– – ﹤0.01% 718
2023
Q4 		$2.79K Hold
258
– – ﹤0.01% 673
2023
Q3 		$2.54K Sell
258
-74
-22% -$771 ﹤0.01% 673
2023
Q2 		$3.31K Hold
332
– – ﹤0.01% 653
2023
Q1 		$3.19K Hold
332
– – ﹤0.01% 651
2022
Q4 		$3.69K Buy
332
+16
+5% +$167 ﹤0.01% 638
2022
Q3 		$3K Sell
316
-15
-5% -$148 ﹤0.01% 666
2022
Q2 		$3K Hold
331
– – ﹤0.01% 666
2022
Q1 		$4K Hold
331
– – ﹤0.01% 604
2021
Q4 		$4K Sell
331
-241
-42% -$3.22K ﹤0.01% 573
2021
Q3 		$8K Sell
572
-8
-1% -$114 ﹤0.01% 498
2021
Q2 		$8K Hold
580
– – ﹤0.01% 488
2021
Q1 		$8K Buy
580
+39
+7% +$636 ﹤0.01% 470
2020
Q4 		$10K Buy
+541
New +$8.82K ﹤0.01% 420
2013
Q3 		– Sell
-335
Closed -$10K – 394
2013
Q2 		$10K Buy
+335
New +$10K 0.01% 230

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
DSA
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
RCMNY
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

Tortoise Investment Management's VTRS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Viatris (VTRS) in Q4 2025, closing a stake of 139 shares — an estimated $1.38K sold.

Tortoise Investment Management first reported a position in VTRS in Q2 2013 and held it in 21 quarters. The position peaked at $10K in Q4 2020. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 139 Viatris shares in Q4 2025, an estimated $1.38K.
  • Tortoise Investment Management first reported a position in Viatris in Q2 2013 and held it in 21 quarters.
  • Tortoise Investment Management's Viatris position peaked at $10K in Q4 2020.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.