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Anderson Financial Strategies’s Viatris VTRS Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-80
Closed -$697 – 215
2025
Q1 		$697 Hold
80
– – ﹤0.01% 228
2024
Q4 		$996 Buy
+80
New +$983 ﹤0.01% 112

Other funds holding VTRS

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Anderson Financial Strategies's VTRS Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Viatris (VTRS) in Q2 2025, closing a stake of 80 shares — an estimated $697 sold.

Anderson Financial Strategies first reported a position in VTRS in Q4 2024 and held it in 2 quarters. The position peaked at $996 in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 80 Viatris shares in Q2 2025, an estimated $697.
  • Anderson Financial Strategies first reported a position in Viatris in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Viatris position peaked at $996 in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.