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Brave Asset Management’s Viatris VTRS Stock Holding History

Brave Asset Management’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
Q1 		– Sell
-10,438
Closed -$130K – 173
2024
Q4 		$130K Hold
10,438
– – 0.04% 139
2024
Q3 		$121K Hold
10,438
– – 0.03% 143
2024
Q2 		$111K Hold
10,438
– – 0.03% 136
2024
Q1 		$125K Sell
10,438
-12,300
-54% -$148K 0.03% 139
2023
Q4 		$246K Buy
22,738
+8,900
+64% +$85.2K 0.07% 109
2023
Q3 		$136K Sell
13,838
-186
-1% -$1.94K 0.04% 126
2023
Q2 		$140K Hold
14,024
– – 0.04% 126
2023
Q1 		$135K Hold
14,024
– – 0.04% 130
2022
Q4 		$156K Hold
14,024
– – 0.05% 128
2022
Q3 		$119K Sell
14,024
-1,209
-8% -$11.9K 0.06% 128
2022
Q2 		$159K Sell
15,233
-917
-6% -$10.1K 0.07% 128
2022
Q1 		$176K Sell
16,150
-60
-0.4% -$791 0.06% 141
2021
Q4 		$219K Sell
16,210
-434
-3% -$5.79K 0.06% 127
2021
Q3 		$226K Buy
+16,644
New +$236K 0.07% 122
2016
Q4 		– Sell
-2,300
Closed -$88K – 325
2016
Q3 		$88K Sell
2,300
-2,435
-51% -$108K 0.06% 184
2016
Q2 		$205K Buy
4,735
+235
+5% +$10.4K 0.14% 130
2016
Q1 		$209K Buy
4,500
+500
+13% +$24.1K 0.15% 126
2015
Q4 		$216K Sell
4,000
-500
-11% -$24K 0.15% 128
2015
Q3 		$181K Buy
+4,500
New +$251K 0.14% 132

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brave Asset Management's VTRS Position: Q1 2025 in Review

Brave Asset Management sold out of Viatris (VTRS) in Q1 2025, closing a stake of 10,438 shares — an estimated $130K sold.

Brave Asset Management first reported a position in VTRS in Q3 2015 and held it in 19 quarters. The position peaked at $246K in Q4 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Brave Asset Management reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Brave Asset Management sold 10,438 Viatris shares in Q1 2025, an estimated $130K.
  • Brave Asset Management first reported a position in Viatris in Q3 2015 and held it in 19 quarters.
  • Brave Asset Management's Viatris position peaked at $246K in Q4 2023.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Brave Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.