Waterloo Capital’s Viatris VTRS Stock Holding History

Waterloo 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
2026 Q1	–	Sell	-12,080	Closed	-$150K	–	532
2025 Q4	$150K	Buy	+12,080	New	+$130K	0.01%	453

Other funds holding VTRS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waterloo Capital's VTRS Position: Q1 2026 in Review

Waterloo Capital sold out of Viatris (VTRS) in Q1 2026, closing a stake of 12,080 shares — an estimated $150K sold.

Waterloo Capital first reported a position in VTRS in Q4 2025 and held it in 1 quarter. The position peaked at $150K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold VTRS as of Q1 2026.

Waterloo Capital reported no remaining Viatris position as of Q1 2026 after selling out during the quarter.
Waterloo Capital sold 12,080 Viatris shares in Q1 2026, an estimated $150K.
Waterloo Capital first reported a position in Viatris in Q4 2025 and held it in 1 quarter.
Waterloo Capital's Viatris position peaked at $150K in Q4 2025.
1,030 funds tracked by Wall St. Rank held Viatris as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.