AAS
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Avantax Advisory Services’s Viatris VTRS Stock Holding History

Avantax 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
Q2 		$513K Buy
57,483
+9,752
+20% +$82.5K ﹤0.01% 1566
2025
Q1 		$416K Buy
47,731
+1,249
+3% +$13.1K ﹤0.01% 1628
2024
Q4 		$579K Buy
46,482
+2,541
+6% +$31.2K ﹤0.01% 1352
2024
Q3 		$510K Sell
43,941
-16,992
-28% -$196K ﹤0.01% 1395
2024
Q2 		$648K Buy
60,933
+18,514
+44% +$205K ﹤0.01% 1206
2024
Q1 		$506K Sell
42,419
-763
-2% -$9.19K ﹤0.01% 1028
2023
Q4 		$468K Buy
43,182
+332
+0.8% +$3.18K ﹤0.01% 1025
2023
Q3 		$422K Sell
42,850
-111
-0.3% -$1.16K ﹤0.01% 1021
2023
Q2 		$429K Buy
42,961
+429
+1% +$4.1K ﹤0.01% 1009
2023
Q1 		$409K Buy
42,532
+628
+1% +$6.96K 0.01% 996
2022
Q4 		$466K Sell
41,904
-4,268
-9% -$44.6K 0.01% 895
2022
Q3 		$393K Sell
46,172
-67
-0.1% -$659 0.01% 887
2022
Q2 		$484K Sell
46,239
-1,348
-3% -$14.8K 0.01% 793
2022
Q1 		$481K Buy
47,587
+3,473
+8% +$45.8K 0.01% 801
2021
Q4 		$597K Buy
44,114
+3,498
+9% +$46.7K 0.01% 702
2021
Q3 		$531K Buy
40,616
+18,460
+83% +$262K 0.01% 703
2021
Q2 		$290K Buy
22,156
+2,261
+11% +$32.7K 0.01% 918
2021
Q1 		$242K Sell
19,895
-3,449
-15% -$56.2K 0.01% 897
2020
Q4 		$405K Buy
+23,344
New +$381K 0.01% 620

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
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

Avantax Advisory Services's VTRS Position: Q2 2025 in Review

Avantax Advisory Services increased its Viatris (VTRS) stake by 20% in Q2 2025, buying an estimated $82.5K and bringing the position to 57,483 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Avantax Advisory Services first reported a position in VTRS in Q4 2020 and has held it in 19 quarters since. The position peaked at $648K in Q2 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Avantax Advisory Services held 57,483 shares of Viatris worth $513K as of Q2 2025.
  • Avantax Advisory Services bought 9,752 Viatris shares in Q2 2025, an estimated $82.5K.
  • Viatris made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1566 holding.
  • Avantax Advisory Services first reported a position in Viatris in Q4 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's Viatris position peaked at $648K in Q2 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.