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VTRS icon

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 – 566
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 – 463
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% 491
2021
Q1 		$0 Hold
17
– – ﹤0.01% 436
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B 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