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Burkett Financial Services’s Viatris VTRS Stock Holding History

Burkett Financial Services’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
-135
Closed -$1.2K – 238
2025
Q2 		$1.2K Buy
135
+2
+2% +$17 ﹤0.01% 210
2025
Q1 		$1.16K Buy
133
+2
+2% +$21 ﹤0.01% 233
2024
Q4 		$1.64K Buy
131
+1
+0.8% +$12 ﹤0.01% 199
2024
Q3 		$1.51K Sell
130
-17
-12% -$196 ﹤0.01% 194
2024
Q2 		$1.56K Buy
147
+2
+1% +$22 ﹤0.01% 177
2024
Q1 		$1.74K Buy
145
+1
+0.7% +$12 ﹤0.01% 178
2023
Q4 		$1.56K Buy
+144
New +$1.38K ﹤0.01% 176

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

Burkett Financial Services's VTRS Position: Q3 2025 in Review

Burkett Financial Services sold out of Viatris (VTRS) in Q3 2025, closing a stake of 135 shares — an estimated $1.2K sold.

Burkett Financial Services first reported a position in VTRS in Q4 2023 and held it in 7 quarters. The position peaked at $1.74K in Q1 2024. 972 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Burkett Financial Services reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 135 Viatris shares in Q3 2025, an estimated $1.2K.
  • Burkett Financial Services first reported a position in Viatris in Q4 2023 and held it in 7 quarters.
  • Burkett Financial Services's Viatris position peaked at $1.74K in Q1 2024.
  • 972 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.