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Catherine Avery Investment Management’s Viatris VTRS Stock Holding History

Catherine Avery Investment 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
-213
Closed -$1.85K – 174
2025
Q1 		$1.85K Hold
213
– – ﹤0.01% 135
2024
Q4 		$2.65K Buy
+213
New +$2.62K ﹤0.01% 133

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

Catherine Avery Investment Management's VTRS Position: Q2 2025 in Review

Catherine Avery Investment Management sold out of Viatris (VTRS) in Q2 2025, closing a stake of 213 shares — an estimated $1.85K sold.

Catherine Avery Investment Management first reported a position in VTRS in Q4 2024 and held it in 2 quarters. The position peaked at $2.65K in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Catherine Avery Investment Management reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 213 Viatris shares in Q2 2025, an estimated $1.85K.
  • Catherine Avery Investment Management first reported a position in Viatris in Q4 2024 and held it in 2 quarters.
  • Catherine Avery Investment Management's Viatris position peaked at $2.65K in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Catherine Avery Investment Management's 13F filing for Q2 2025, filed 5 Jan 2026.