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Bellwether Advisors’s Viatris VTRS Stock Holding History

Bellwether Advisors’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
-9
Closed -$80 – 565
2025
Q2 		$80 Sell
9
-5
-36% -$42 ﹤0.01% 587
2025
Q1 		$122 Hold
14
– – ﹤0.01% 500
2024
Q4 		$174 Buy
+14
New +$172 ﹤0.01% 503
2023
Q2 		– Sell
-227
Closed -$2.19K – 441
2023
Q1 		$2.19K Buy
227
+1
+0.4% +$11 ﹤0.01% 340
2022
Q4 		$2.52K Hold
226
– – ﹤0.01% 343
2022
Q3 		$1K Hold
226
– – ﹤0.01% 451
2022
Q2 		$2K Hold
226
– – ﹤0.01% 344
2022
Q1 		$2K Hold
226
– – ﹤0.01% 482
2021
Q4 		$3K Hold
226
– – ﹤0.01% 480
2021
Q3 		$3K Buy
226
+212
+1,514% +$3.01K ﹤0.01% 447
2021
Q2 		$0 Sell
14
-3
-18% -$43 ﹤0.01% 481
2021
Q1 		$0 Hold
17
– – ﹤0.01% 427
2020
Q4 		$0 Buy
+17
New +$277 ﹤0.01% 341

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

Bellwether Advisors's VTRS Position: Q3 2025 in Review

Bellwether Advisors sold out of Viatris (VTRS) in Q3 2025, closing a stake of 9 shares — an estimated $80 sold.

Bellwether Advisors first reported a position in VTRS in Q4 2020 and held it in 13 quarters. The position peaked at $3K in Q4 2021. 971 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Bellwether Advisors reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 9 Viatris shares in Q3 2025, an estimated $80.
  • Bellwether Advisors first reported a position in Viatris in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's Viatris position peaked at $3K in Q4 2021.
  • 971 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.