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Capital A Wealth Management’s Viatris VTRS Stock Holding History

Capital A Wealth 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
Q2 		– Sell
-62
Closed -$540 – 832
2025
Q1 		$540 Hold
62
– – ﹤0.01% 620
2024
Q4 		$772 Buy
+62
New +$762 ﹤0.01% 592

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
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
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

Capital A Wealth Management's VTRS Position: Q2 2025 in Review

Capital A Wealth Management sold out of Viatris (VTRS) in Q2 2025, closing a stake of 62 shares — an estimated $540 sold.

Capital A Wealth Management first reported a position in VTRS in Q4 2024 and held it in 2 quarters. The position peaked at $772 in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Capital A Wealth Management reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 62 Viatris shares in Q2 2025, an estimated $540.
  • Capital A Wealth Management first reported a position in Viatris in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Viatris position peaked at $772 in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.