Towarzystwo Funduszy Inwestycyjnych PZU SA’s Viatris VTRS Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	–	Sell	-230	Closed	-$3.11K	–	721
2026 Q1	$3.11K	Hold	230	–	–	﹤0.01%	674
2025 Q4	$2.86K	Hold	230	–	–	﹤0.01%	672
2025 Q3	$2.28K	Hold	230	–	–	﹤0.01%	652
2025 Q2	$2.05K	Sell	230 -13,404	-98%	-$113K	﹤0.01%	647
2025 Q1	$119K	Hold	13,634	–	–	0.04%	207
2024 Q4	$170K	Hold	13,634	–	–	0.06%	142
2024 Q3	$158K	Hold	13,634	–	–	0.06%	144
2024 Q2	$145K	Hold	13,634	–	–	0.05%	146
2024 Q1	$163K	Hold	13,634	–	–	0.07%	128
2023 Q4	$148K	Buy	+13,634	New	+$131K	0.07%	120
2021 Q3	$197K	Hold	14,534	–	–	0.24%	52
2021 Q2	$208K	Hold	14,534	–	–	0.25%	54
2021 Q1	$203K	Hold	14,534	–	–	0.3%	48
2020 Q4	$272K	Buy	+14,534	New	+$237K	0.28%	40

Other funds holding VTRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's VTRS Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA sold out of Viatris (VTRS) in Q2 2026, closing a stake of 230 shares — an estimated $3.11K sold.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in VTRS in Q4 2020 and held it in 14 quarters. The position peaked at $272K in Q4 2020. 742 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA reported no remaining Viatris position as of Q2 2026 after selling out during the quarter.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 230 Viatris shares in Q2 2026, an estimated $3.11K.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Viatris in Q4 2020 and held it in 14 quarters.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Viatris position peaked at $272K in Q4 2020.
742 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.