Adero Partners’s Viatris VTRS Stock Holding History

Adero Partners’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
2025 Q1	–	Sell	-12,781	Closed	-$159K	–	279
2024 Q4	$159K	Buy	12,781 +813	+7%	+$9.99K	0.01%	241
2024 Q3	$139K	Buy	11,968 +496	+4%	+$5.72K	0.01%	226
2024 Q2	$122K	Buy	+11,472	New	+$127K	0.01%	207

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adero Partners's VTRS Position: Q1 2025 in Review

Adero Partners sold out of Viatris (VTRS) in Q1 2025, closing a stake of 12,781 shares — an estimated $159K sold.

Adero Partners first reported a position in VTRS in Q2 2024 and held it in 3 quarters. The position peaked at $159K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

Adero Partners reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
Adero Partners sold 12,781 Viatris shares in Q1 2025, an estimated $159K.
Adero Partners first reported a position in Viatris in Q2 2024 and held it in 3 quarters.
Adero Partners's Viatris position peaked at $159K in Q4 2024.
1,009 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.