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Beacon Capital Management LLC (Tennessee)’s Viatris VTRS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-844
Closed -$7.54K – 1001
2025
Q2 		$7.54K Buy
844
+4
+0.5% +$34 ﹤0.01% 681
2025
Q1 		$7.32K Buy
840
+4
+0.5% +$42 ﹤0.01% 683
2024
Q4 		$10.4K Buy
836
+2
+0.2% +$25 ﹤0.01% 595
2024
Q3 		$9.68K Sell
834
-5
-0.6% -$58 ﹤0.01% 653
2024
Q2 		$8.91K Sell
839
-92
-10% -$1.02K ﹤0.01% 592
2024
Q1 		$11.1K Sell
931
-249
-21% -$3K ﹤0.01% 561
2023
Q4 		$11.6K Sell
1,180
-10
-0.8% -$96 ﹤0.01% 488
2023
Q3 		$11.9K Hold
1,190
– – ﹤0.01% 518
2023
Q2 		$11.9K Sell
1,190
-1
-0.1% -$10 ﹤0.01% 518
2023
Q1 		$11.5K Sell
1,191
-673
-36% -$7.46K ﹤0.01% 471
2022
Q4 		$20.7K Buy
1,864
+834
+81% +$8.71K 0.01% 366
2022
Q3 		$11K Sell
1,030
-116
-10% -$1.14K ﹤0.01% 473
2022
Q2 		$12K Hold
1,146
– – ﹤0.01% 501
2022
Q1 		$12K Buy
+1,146
New +$15.1K ﹤0.01% 501

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Beacon Capital Management LLC (Tennessee)'s VTRS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Viatris (VTRS) in Q3 2025, closing a stake of 844 shares — an estimated $7.54K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VTRS in Q1 2022 and held it in 14 quarters. The position peaked at $20.7K in Q4 2022. 968 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 844 Viatris shares in Q3 2025, an estimated $7.54K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Viatris in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Viatris position peaked at $20.7K in Q4 2022.
  • 968 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.