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Turning Point Benefit Group’s Viatris VTRS Stock Holding History

Turning Point Benefit 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
2026
Q1 		– Sell
-17
Closed -$211 – 781
2025
Q4 		$211 Hold
17
– – ﹤0.01% 757
2025
Q3 		$171 Buy
+17
New +$165 ﹤0.01% 671

Other funds holding VTRS

BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Turning Point Benefit Group's VTRS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Viatris (VTRS) in Q1 2026, closing a stake of 17 shares — an estimated $211 sold.

Turning Point Benefit Group first reported a position in VTRS in Q3 2025 and held it in 2 quarters. The position peaked at $211 in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 17 Viatris shares in Q1 2026, an estimated $211.
  • Turning Point Benefit Group first reported a position in Viatris in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Viatris position peaked at $211 in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.