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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

VTRS holding history

Viatris Inc in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTRS overviewAll 13F holders of VTRSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of VTRS by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−260−100.0%Sold outHolders
Q4 2025260$3.24K<0.1%−24−8.5%ReducedHolders
Q3 2025284$2.81K<0.1%−20−6.6%ReducedHolders
Q2 2025304$2.71K<0.1%00.0%UnchangedHolders
Q1 2025304$2.65K<0.1%+24+8.6%AddedHolders
Q4 2024280$3.49K<0.1%00.0%UnchangedHolders
Q3 2024280$3.25K<0.1%−248−47.0%ReducedHolders
Q2 2024528$5.61K<0.1%−79−13.0%ReducedHolders
Q1 2024607$7.25K<0.1%+99+19.5%AddedHolders
Q4 2023508$5.50K<0.1%−31−5.8%ReducedHolders
Q3 2023539$5.32K<0.1%−24−4.3%ReducedHolders
Q2 2023563$5.62K<0.1%−45−7.4%ReducedHolders
Q1 2023608$5.85K<0.1%+10+1.7%AddedHolders
Q4 2022598$6.66K<0.1%00.0%UnchangedHolders
Q3 2022598$5.09K<0.1%−110−15.5%ReducedHolders
Q2 2022708$7.41K<0.1%−16−2.2%ReducedHolders
Q1 2022724$7.88K<0.1%00.0%UnchangedHolders
Q4 2021724$9.80K<0.1%−276−27.6%ReducedHolders
Q3 20211,000$13.6K<0.1%−1,743−63.5%ReducedHolders
Q2 20212,743$39.2K<0.1%−155−5.3%ReducedHolders
Q1 20212,898$40.5K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.