Cassady Schiller Wealth Management’s Viatris VTRS Stock Holding History

Cassady Schiller 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
2024 Q4	$2.17K	Buy	174 +63	+57%	+$774	﹤0.01%	557
2024 Q3	$1.29K	Hold	111	–	–	﹤0.01%	411
2024 Q2	$1.18K	Hold	111	–	–	﹤0.01%	421
2024 Q1	$1.32K	Sell	111 -356	-76%	-$4.29K	﹤0.01%	442
2023 Q4	$5.06K	Hold	467	–	–	﹤0.01%	359
2023 Q3	$4.61K	Hold	467	–	–	﹤0.01%	376
2023 Q2	$4.66K	Sell	467 -12	-3%	-$115	﹤0.01%	388
2023 Q1	$4.61K	Buy	479 +12	+3%	+$133	﹤0.01%	362
2022 Q4	$5.2K	Buy	+467	New	+$4.88K	﹤0.01%	363
2022 Q1	–	Sell	-531	Closed	-$7K	–	593
2021 Q4	$7K	Buy	+531	New	+$7.09K	﹤0.01%	342

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassady Schiller Wealth Management's VTRS Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Viatris (VTRS) stake by 57% in Q4 2024, buying an estimated $774 and bringing the position to 174 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Cassady Schiller Wealth Management first reported a position in VTRS in Q4 2021 and has held it in 10 quarters since. The position peaked at $7K in Q4 2021. 1,037 funds tracked by Wall St. Rank hold VTRS as of Q4 2024.

Cassady Schiller Wealth Management held 174 shares of Viatris worth $2.17K as of Q4 2024.
Cassady Schiller Wealth Management bought 63 Viatris shares in Q4 2024, an estimated $774.
Viatris made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #557 holding.
Cassady Schiller Wealth Management first reported a position in Viatris in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Viatris position peaked at $7K in Q4 2021.
1,037 funds tracked by Wall St. Rank held Viatris as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.