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Applied Finance Capital Management’s Viatris VTRS Stock Holding History

Applied Finance Capital Management’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
-23,771
Closed -$235K – 304
2025
Q3 		$235K Sell
23,771
-6,102
-20% -$59.4K 0.02% 255
2025
Q2 		$267K Hold
29,873
– – 0.02% 270
2025
Q1 		$260K Buy
29,873
+1,343
+5% +$14.1K 0.02% 259
2024
Q4 		$355K Hold
28,530
– – 0.02% 232
2024
Q3 		$331K Hold
28,530
– – 0.01% 243
2024
Q2 		$303K Buy
+28,530
New +$315K 0.01% 252

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Applied Finance Capital Management's VTRS Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Viatris (VTRS) in Q4 2025, closing a stake of 23,771 shares — an estimated $235K sold.

Applied Finance Capital Management first reported a position in VTRS in Q2 2024 and held it in 6 quarters. The position peaked at $355K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 23,771 Viatris shares in Q4 2025, an estimated $235K.
  • Applied Finance Capital Management first reported a position in Viatris in Q2 2024 and held it in 6 quarters.
  • Applied Finance Capital Management's Viatris position peaked at $355K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.