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Atria Wealth Solutions’s Viatris VTRS Stock Holding History

Atria Wealth Solutions’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
-42,772
Closed -$373K – 1920
2025
Q1 		$373K Buy
42,772
+6,488
+18% +$68.1K ﹤0.01% 1354
2024
Q4 		$452K Sell
36,284
-22,544
-38% -$277K ﹤0.01% 1327
2024
Q3 		$683K Sell
58,828
-13,136
-18% -$152K 0.01% 1082
2024
Q2 		$765K Sell
71,964
-6,404
-8% -$70.8K 0.01% 1021
2024
Q1 		$936K Sell
78,368
-2,482
-3% -$29.9K 0.01% 938
2023
Q4 		$876K Buy
80,850
+10,532
+15% +$101K 0.01% 926
2023
Q3 		$693K Sell
70,318
-6,011
-8% -$62.6K 0.01% 983
2023
Q2 		$762K Sell
76,329
-32,247
-30% -$308K 0.01% 968
2023
Q1 		$1.04M Buy
108,576
+14,733
+16% +$163K 0.02% 782
2022
Q4 		$1.04M Sell
93,843
-15,086
-14% -$158K 0.02% 726
2022
Q3 		$928K Buy
108,929
+87,143
+400% +$858K 0.02% 732
2022
Q2 		$228K Sell
21,786
-66,231
-75% -$726K ﹤0.01% 1372
2022
Q1 		$957K Buy
+88,017
New +$1.16M 0.02% 755

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's VTRS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Viatris (VTRS) in Q2 2025, closing a stake of 42,772 shares — an estimated $373K sold.

Atria Wealth Solutions first reported a position in VTRS in Q1 2022 and held it in 13 quarters. The position peaked at $1.04M in Q1 2023. 977 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 42,772 Viatris shares in Q2 2025, an estimated $373K.
  • Atria Wealth Solutions first reported a position in Viatris in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Viatris position peaked at $1.04M in Q1 2023.
  • 977 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.