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Avestar Capital’s Viatris VTRS Stock Holding History

Avestar Capital’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
Q3 		– Sell
-11,173
Closed -$99.8K – 537
2025
Q2 		$99.8K Buy
+11,173
New +$94.5K 0.01% 481
2024
Q4 		– Sell
-39,071
Closed -$454K – 548
2024
Q3 		$454K Buy
39,071
+9,539
+32% +$110K 0.05% 269
2024
Q2 		$314K Sell
29,532
-86,450
-75% -$955K 0.03% 329
2024
Q1 		$1.38M Buy
115,982
+64,159
+124% +$773K 0.15% 122
2023
Q4 		$561K Sell
51,823
-40,964
-44% -$392K 0.06% 184
2023
Q3 		$915K Buy
92,787
+3,224
+4% +$33.6K 0.13% 104
2023
Q2 		$894K Buy
89,563
+1,580
+2% +$15.1K 0.14% 93
2023
Q1 		$846K Sell
87,983
-18,822
-18% -$209K 0.15% 85
2022
Q4 		$1.19M Buy
106,805
+2,489
+2% +$26K 0.22% 68
2022
Q3 		$889K Buy
104,316
+43,688
+72% +$430K 0.23% 70
2022
Q2 		$635K Sell
60,628
-32,931
-35% -$361K 0.16% 101
2022
Q1 		$1.02M Buy
93,559
+6,232
+7% +$82.1K 0.16% 128
2021
Q4 		$1.18M Buy
+87,327
New +$1.17M 0.14% 142
2019
Q3 		– Sell
-162
Closed -$3K – 826
2019
Q2 		$3K Sell
162
-167
-51% -$3.69K ﹤0.01% 654
2019
Q1 		$7K Buy
329
+76
+30% +$2.22K ﹤0.01% 533
2018
Q4 		$6K Buy
253
+39
+18% +$1.26K ﹤0.01% 510
2018
Q3 		$5K Sell
214
-28
-12% -$1.05K ﹤0.01% 553
2018
Q2 		$6K Buy
242
+7
+3% +$275 ﹤0.01% 548
2018
Q1 		$7K Buy
235
+51
+28% +$2.17K ﹤0.01% 494
2017
Q4 		$6K Buy
+184
New +$7.03K ﹤0.01% 533

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Avestar Capital's VTRS Position: Q3 2025 in Review

Avestar Capital sold out of Viatris (VTRS) in Q3 2025, closing a stake of 11,173 shares — an estimated $99.8K sold.

Avestar Capital first reported a position in VTRS in Q4 2017 and held it in 20 quarters. The position peaked at $1.38M in Q1 2024. 971 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Avestar Capital reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Avestar Capital sold 11,173 Viatris shares in Q3 2025, an estimated $99.8K.
  • Avestar Capital first reported a position in Viatris in Q4 2017 and held it in 20 quarters.
  • Avestar Capital's Viatris position peaked at $1.38M in Q1 2024.
  • 971 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Avestar Capital's 13F filing for Q3 2025, filed 7 Nov 2025.