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
2022 Q3	–	Sell	-86,035	Closed	-$902K	–	1862
2022 Q2	$902K	Buy	+86,035	New	+$943K	0.02%	739

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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. 975 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.
975 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.