UBS Group’s Viatris VTRS Stock Holding History

UBS 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	$249K	Hold	18,400	–	–	﹤0.01%	6510
2025 Q4	$229K	Buy	+18,400	New	+$199K	﹤0.01%	6509
2024 Q3	–	Sell	-125,200	Closed	-$1.33M	–	10110
2024 Q2	$1.33M	Buy	+125,200	New	+$1.38M	﹤0.01%	4149
2024 Q1	–	Sell	-467,300	Closed	-$5.06M	–	10087
2023 Q4	$5.06M	Hold	467,300	–	–	﹤0.01%	2777
2023 Q3	$4.61M	Buy	467,300 +90,000	+24%	+$937K	﹤0.01%	2659
2023 Q2	$3.77M	Sell	377,300 -294,800	-44%	-$2.82M	﹤0.01%	2866
2023 Q1	$6.47M	Sell	672,100 -616,800	-48%	-$6.84M	﹤0.01%	2273
2022 Q4	$14.3M	Buy	1,288,900 +123,000	+11%	+$1.29M	0.01%	1655
2022 Q3	$9.93M	Buy	1,165,900 +607,300	+109%	+$5.98M	﹤0.01%	1800
2022 Q2	$5.85M	Buy	558,600 +258,600	+86%	+$2.83M	﹤0.01%	2238
2022 Q1	$3.26M	Sell	300,000 -1,000,034	-77%	-$13.2M	﹤0.01%	2979
2021 Q4	$17.6M	Sell	1,300,034 -650,612	-33%	-$8.69M	0.01%	1674
2021 Q3	$26.4M	Sell	1,950,646 -200,577	-9%	-$2.85M	0.01%	1286
2021 Q2	$30.7M	Sell	2,151,223 -353,884	-14%	-$5.12M	0.01%	1151
2021 Q1	$35M	Buy	2,505,107 +2,322,997	+1,276%	+$37.9M	0.01%	1058
2020 Q4	$3.41M	Buy	182,110 +7,110	+4%	+$116K	﹤0.01%	2861
2020 Q3	$2.6M	Sell	175,000 -250,000	-59%	-$3.99M	﹤0.01%	2803
2020 Q2	$6.83M	Hold	425,000	–	–	﹤0.01%	1807
2020 Q1	$6.34M	Sell	425,000 -350,000	-45%	-$6.7M	﹤0.01%	1741
2019 Q4	$15.6M	Buy	+775,000	New	+$14.4M	0.01%	1557
2019 Q3	–	Sell	-100,000	Closed	-$1.9M	–	8282
2019 Q2	$1.9M	Sell	100,000 -9,100	-8%	-$201K	﹤0.01%	3190
2019 Q1	$3.09M	Buy	109,100 +44,700	+69%	+$1.3M	﹤0.01%	2603
2018 Q4	$1.76M	Hold	64,400	–	–	﹤0.01%	3153
2018 Q3	$2.36M	Buy	64,400 +34,400	+115%	+$1.29M	﹤0.01%	3075
2018 Q2	$1.08M	Hold	30,000	–	–	﹤0.01%	3721
2018 Q1	$1.24M	Sell	30,000 -130,000	-81%	-$5.54M	﹤0.01%	3545
2017 Q4	$6.77M	Sell	160,000 -47,500	-23%	-$1.82M	﹤0.01%	2057
2017 Q3	$6.51M	Sell	207,500 -322,500	-61%	-$10.9M	﹤0.01%	1967
2017 Q2	$20.6M	Buy	530,000 +220,000	+71%	+$8.44M	0.01%	1028
2017 Q1	$12.1M	Sell	310,000 -65,000	-17%	-$2.62M	0.01%	1352
2016 Q4	$14.3M	Buy	375,000 +180,000	+92%	+$6.69M	0.01%	1246
2016 Q3	$7.43M	Sell	195,000 -25,000	-11%	-$1.11M	﹤0.01%	1666
2016 Q2	$9.51M	Hold	220,000	–	–	0.01%	1415
2016 Q1	$10.2M	Buy	220,000 +219,600	+54,900%	+$10.6M	0.01%	1317
2015 Q4	$22K	Sell	400 -39,600	-99%	-$1.9M	﹤0.01%	6668
2015 Q3	$1.61M	Buy	40,000 +37,200	+1,329%	+$2.07M	﹤0.01%	2936
2015 Q2	$190K	Sell	2,800 -38,500	-93%	-$2.72M	﹤0.01%	4912
2015 Q1	$2.45M	Sell	41,300 -164,400	-80%	-$9.37M	﹤0.01%	2746
2014 Q4	$11.6M	Buy	+205,700	New	+$11M	0.01%	1395

Other funds holding VTRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's VTRS Position: Q1 2026 in Review

UBS Group increased its Viatris (VTRS) stake by 88% in Q1 2026, buying an estimated $21.4M and bringing the position to 3,257,531 shares worth $44M. The position accounts for 0.01% of the portfolio, ranked #1778.

UBS Group first reported a position in VTRS in Q4 2014 and has held it in 46 quarters since. The position peaked at $329M in Q2 2017. 1,021 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

UBS Group held 3,257,531 shares of Viatris worth $44M as of Q1 2026.
UBS Group bought 1,528,790 Viatris shares in Q1 2026, an estimated $21.4M.
Viatris made up 0.01% of UBS Group's portfolio in Q1 2026, its #1778 holding.
UBS Group first reported a position in Viatris in Q4 2014 and has held it in 46 quarters since.
UBS Group's Viatris position peaked at $329M in Q2 2017.
1,021 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.