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Ameritas Advisory Services’s Viatris VTRS Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-2,136
Closed -$21.1K – 2098
2025
Q3 		$21.1K Sell
2,136
-2,110
-50% -$20.5K ﹤0.01% 1417
2025
Q2 		$37.9K Buy
+4,246
New +$35.9K ﹤0.01% 1436
2023
Q2 		– Sell
-4,605
Closed -$43.6K – 2484
2023
Q1 		$43.6K Buy
+4,605
New +$51.1K ﹤0.01% 1312

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameritas Advisory Services's VTRS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Viatris (VTRS) in Q4 2025, closing a stake of 2,136 shares — an estimated $21.1K sold.

Ameritas Advisory Services first reported a position in VTRS in Q1 2023 and held it in 3 quarters. The position peaked at $43.6K in Q1 2023. 1,005 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,136 Viatris shares in Q4 2025, an estimated $21.1K.
  • Ameritas Advisory Services first reported a position in Viatris in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Viatris position peaked at $43.6K in Q1 2023.
  • 1,005 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.