Cornerstone Planning Group LLC VTRS — VIATRIS INC COM

Ownership history in Cornerstone Planning Group LLC  ·  13 quarters on record

AI Ownership Summary

Cornerstone Planning Group LLC reported VIATRIS INC COM (VTRS) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.03% in 2025 Q3. 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 Cornerstone Planning Group LLC's position in VIATRIS INC COM, 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
2.03% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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 Cornerstone Planning Group LLC fund profile Cornerstone Planning Group LLC full holdings
How Cornerstone Planning Group LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 461 +100 +27.7% 0.00% $7K 2026-05-06 $15.95
2025 Q4 REDUCED 99.9% +9.5% ❌ 361 -248,559 -99.9% 0.00% $5K 2026-02-02 $13.56
2025 Q3 ADDED — — — 248,920 +248,548 +66814.0% 2.03% $12.7M 2025-11-04 $10.28
2025 Q2 ADDED — — — 372 +20 +5.7% 0.00% $3K 2025-08-11 $9.56
2025 Q1 REDUCED 13.1% +4.0% ❌ 352 -53 -13.1% 0.00% $3K 2025-04-30 $8.05
2024 Q4 ADDED — — — 405 +324 +400.0% 0.00% $5K 2025-01-29 $10.69
2024 Q3 UNCHANGED — — — 81 — 0% 0.00% $953 2024-11-05 $10.86
2024 Q2 REDUCED 9.0% +10.4% ❌ 81 -8 -9.0% 0.00% $936 2024-08-13 $10.71
2024 Q1 ADDED — — — 89 +9 +11.2% 0.00% $1K 2024-05-07 $10.73
2023 Q4 REDUCED 26.6% +11.3% ❌ 80 -29 -26.6% 0.00% $871 2024-02-12 $10.83
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

QSM Asset Management Ltd 6.5% Bastion Asset Management Inc. 6.39% DAVIS SELECTED ADVISERS 3Y 7Y 4.85% Royal Palms Capital LLC 4.03% Monaco Asset Management SAM 3Y 3.13% ARCADIA INVESTMENT MANAGEMENT CORP/MI 3Y 7Y 3.08% Alexander Randolph Advisory, Inc. 2.95% Tejara Capital Ltd 3Y 2.69% Lorne Steinberg Wealth Management Inc. 3Y 2.0% CM Management, LLC 3Y 1.98%

FAQ About Cornerstone Planning Group LLC and VTRS

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

How long has Cornerstone Planning Group LLC reported owning VTRS?

Cornerstone Planning Group LLC reported VTRS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTRS position in Cornerstone Planning Group LLC's portfolio?

The largest reported portfolio weight for VTRS was 2.03% in 2025 Q3.

What is the latest reported VTRS position on this page?

The most recent filing on this page is 2026 Q1, when Cornerstone Planning Group LLC reported 461 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this VTRS ownership page compare?

The chart compares Cornerstone Planning Group LLC'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 Cornerstone Planning Group LLC time their VTRS position?

Based on 13F filing dates vs. subsequent VTRS price moves, Cornerstone Planning Group LLC correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on VTRS relative to SPY over the holding period was -5.2%.

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