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Benjamin Edwards Inc’s Viatris VTRS Stock Holding History

Benjamin Edwards Inc’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
-44,253
Closed -$395K – 1337
2025
Q2 		$395K Sell
44,253
-13,922
-24% -$118K 0.01% 919
2025
Q1 		$507K Sell
58,175
-7,185
-11% -$75.4K 0.01% 774
2024
Q4 		$814K Sell
65,360
-12
-0% -$147 0.01% 679
2024
Q3 		$759K Buy
+65,372
New +$754K 0.01% 668
2023
Q3 		– Sell
-17
Closed – – 687
2023
Q2 		$0 Hold
17
– – ﹤0.01% 724
2023
Q1 		$0 Sell
17
-57
-77% -$632 ﹤0.01% 767
2022
Q4 		$1K Sell
74
-2
-3% -$21 ﹤0.01% 716
2022
Q3 		$1K Hold
76
– – ﹤0.01% 701
2022
Q2 		$1K Sell
76
-14
-16% -$153 ﹤0.01% 705
2022
Q1 		$1K Sell
90
-142
-61% -$1.87K ﹤0.01% 685
2021
Q4 		$3K Buy
232
+37
+19% +$494 ﹤0.01% 666
2021
Q3 		$3K Buy
+195
New +$2.77K ﹤0.01% 502

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 $3.38T AUM 44.17% 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

Benjamin Edwards Inc's VTRS Position: Q3 2025 in Review

Benjamin Edwards Inc sold out of Viatris (VTRS) in Q3 2025, closing a stake of 44,253 shares — an estimated $395K sold.

Benjamin Edwards Inc first reported a position in VTRS in Q3 2021 and held it in 12 quarters. The position peaked at $814K in Q4 2024. 972 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Benjamin Edwards Inc reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 44,253 Viatris shares in Q3 2025, an estimated $395K.
  • Benjamin Edwards Inc first reported a position in Viatris in Q3 2021 and held it in 12 quarters.
  • Benjamin Edwards Inc's Viatris position peaked at $814K in Q4 2024.
  • 972 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Benjamin Edwards Inc's 13F filing for Q3 2025, filed 23 Oct 2025.