ALBION FINANCIAL GROUP /UT VTRS — VIATRIS INC

Ownership history in ALBION FINANCIAL GROUP /UT  ·  5 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported VIATRIS INC (VTRS) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows VTRS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in VIATRIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTRS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTRS stock page ALBION FINANCIAL GROUP /UT fund profile ALBION FINANCIAL GROUP /UT full holdings
How ALBION FINANCIAL GROUP /UT held VTRS — position size vs. price
% of Fund (quarterly)    VTRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 414 +328 +381.4% 0.00% $6K 2026-04-27 $14.70
2025 Q3 REDUCED 42.3% +26.5% ❌ 86 -63 -42.3% 0.00% $852 2025-10-20 $10.03
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTRS

As of 2026 Q1 — sorted by position size

Callodine Capital Management, LP 3Y 7Y 7.67% QSM Asset Management Ltd 6.5% Bastion Asset Management Inc. 6.39% CONTINENTAL ADVISORS LLC 3Y 7Y 6.13% DAVIS SELECTED ADVISERS 3Y 7Y 4.85% Rubric Capital Management LP 3Y 7Y 4.79% Royal Palms Capital LLC 4.03% DEERFIELD MANAGEMENT COMPANY, L.P. 3Y 7Y 3.22% HIGHLAND PEAK CAPITAL, LLC 3Y 3.18% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 3.13%

FAQ About ALBION FINANCIAL GROUP /UT and VTRS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBION FINANCIAL GROUP /UT reported owning VTRS?

ALBION FINANCIAL GROUP /UT reported VTRS across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VTRS position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for VTRS was 0.00% in 2026 Q1.

What is the latest reported VTRS position on this page?

The most recent filing on this page is 2026 Q1, when ALBION FINANCIAL GROUP /UT reported 414 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this VTRS ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT's quarterly VTRS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALBION FINANCIAL GROUP /UT time their VTRS position?

Based on 13F filing dates vs. subsequent VTRS price moves, ALBION FINANCIAL GROUP /UT correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VTRS relative to SPY over the holding period was -9.7%.

← Back to ALBION FINANCIAL GROUP /UT Holdings