PERKINS CAPITAL MANAGEMENT INC VTRS VIATRIS INC

Ownership history in PERKINS CAPITAL MANAGEMENT INC  ·  12 quarters on record

AI Ownership Summary

PERKINS CAPITAL MANAGEMENT INC reported VIATRIS INC (VTRS) in 12 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows VTRS at 0.70% 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 PERKINS CAPITAL MANAGEMENT INC'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 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% 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
2024 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.

How PERKINS CAPITAL MANAGEMENT INC 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 54,895 -3,000 -5.2% 0.70% $742K 2026-04-23 $14.64
2025 Q4 ADDED 57,895 +200 +0.3% 0.57% $721K 2026-02-04 $14.13
2025 Q3 ADDED 57,695 +817 +1.4% 0.50% $571K 2025-10-31 $10.08
2025 Q2 REDUCED 5.0% +9.0% 56,878 -3,000 -5.0% 0.51% $508K 2025-08-07 $9.03
2025 Q1 UNCHANGED 59,878 0% 0.55% $522K 2025-05-07 $8.16
2024 Q4 ADDED 59,878 +49,332 +467.8% 0.66% $745K 2025-02-11 $9.94
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PERKINS CAPITAL MANAGEMENT INC and VTRS

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

How long has PERKINS CAPITAL MANAGEMENT INC reported owning VTRS?

PERKINS CAPITAL MANAGEMENT INC reported VTRS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VTRS position in PERKINS CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for VTRS was 0.70% in 2026 Q1.

What is the latest reported VTRS position on this page?

The most recent filing on this page is 2026 Q1, when PERKINS CAPITAL MANAGEMENT INC reported 54,895 shares, equal to 0.70% of portfolio, with an estimated market value of $742K.

What does the chart on this VTRS ownership page compare?

The chart compares PERKINS CAPITAL MANAGEMENT INC'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 PERKINS CAPITAL MANAGEMENT INC time their VTRS position?

Based on 13F filing dates vs. subsequent VTRS price moves, PERKINS CAPITAL MANAGEMENT INC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on VTRS relative to SPY over the holding period was -16.6%.

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