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Centricity Wealth Management’s Viatris VTRS Stock Holding History

Centricity 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 		$268 Hold
30
– – ﹤0.01% 428
2025
Q1 		$261 Hold
30
– – ﹤0.01% 443
2024
Q4 		$374 Buy
+30
New +$369 ﹤0.01% 448

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Centricity Wealth Management's VTRS Position: Q2 2025 in Review

Centricity Wealth Management held its Viatris (VTRS) position steady in Q2 2025 at 30 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Centricity Wealth Management first reported a position in VTRS in Q4 2024 and has held it in 3 quarters since. The position peaked at $374 in Q4 2024. 977 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Centricity Wealth Management held 30 shares of Viatris worth $268 as of Q2 2025.
  • Centricity Wealth Management left its Viatris share count unchanged in Q2 2025.
  • Viatris made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #428 holding.
  • Centricity Wealth Management first reported a position in Viatris in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Viatris position peaked at $374 in Q4 2024.
  • 977 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.