CWM
VTRS icon

CarsonAllaria Wealth Management’s Viatris VTRS Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-376
Closed -$3.36K – 330
2025
Q2 		$3.36K Hold
376
– – ﹤0.01% 303
2025
Q1 		$3.28K Sell
376
-1
-0.3% -$10 ﹤0.01% 311
2024
Q4 		$4.71K Sell
377
-20
-5% -$246 ﹤0.01% 288
2024
Q3 		$4.62K Buy
397
+6
+2% +$69 ﹤0.01% 311
2024
Q2 		$4.17K Sell
391
-7
-2% -$77 ﹤0.01% 300
2024
Q1 		$4.75K Buy
398
+49
+14% +$590 ﹤0.01% 297
2023
Q4 		$3.78K Sell
349
-72
-17% -$689 ﹤0.01% 270
2023
Q3 		$4.16K Hold
421
– – ﹤0.01% 267
2023
Q2 		$4.21K Buy
421
+3
+0.7% +$29 ﹤0.01% 279
2023
Q1 		$4.03K Buy
418
+4
+1% +$44 ﹤0.01% 266
2022
Q4 		$5K Sell
414
-20
-5% -$209 ﹤0.01% 238
2022
Q3 		$4K Buy
434
+4
+0.9% +$39 ﹤0.01% 251
2022
Q2 		$5K Buy
430
+4
+0.9% +$44 ﹤0.01% 235
2022
Q1 		$5K Sell
426
-8
-2% -$105 ﹤0.01% 253
2021
Q4 		$6K Buy
+434
New +$5.79K 0.01% 259

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

CarsonAllaria Wealth Management's VTRS Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Viatris (VTRS) in Q3 2025, closing a stake of 376 shares — an estimated $3.36K sold.

CarsonAllaria Wealth Management first reported a position in VTRS in Q4 2021 and held it in 15 quarters. The position peaked at $6K in Q4 2021. 972 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 376 Viatris shares in Q3 2025, an estimated $3.36K.
  • CarsonAllaria Wealth Management first reported a position in Viatris in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Viatris position peaked at $6K in Q4 2021.
  • 972 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.