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Columbia Advisory Partners’s Viatris VTRS Stock Holding History

Columbia Advisory Partners’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
Q1 		– Sell
-11,089
Closed -$138K – 78
2024
Q4 		$138K Buy
11,089
+16
+0.1% +$197 0.13% 62
2024
Q3 		$129K Sell
11,073
-1,529
-12% -$17.6K 0.12% 56
2024
Q2 		$134K Buy
+12,602
New +$139K 0.13% 51
2022
Q2 		– Sell
-18,735
Closed -$204K – 57
2022
Q1 		$204K Buy
18,735
+6,003
+47% +$79.1K 0.2% 47
2021
Q4 		$172K Buy
+12,732
New +$170K 0.17% 49

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Columbia Advisory Partners's VTRS Position: Q1 2025 in Review

Columbia Advisory Partners sold out of Viatris (VTRS) in Q1 2025, closing a stake of 11,089 shares — an estimated $138K sold.

Columbia Advisory Partners first reported a position in VTRS in Q4 2021 and held it in 5 quarters. The position peaked at $204K in Q1 2022. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Columbia Advisory Partners reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Columbia Advisory Partners sold 11,089 Viatris shares in Q1 2025, an estimated $138K.
  • Columbia Advisory Partners first reported a position in Viatris in Q4 2021 and held it in 5 quarters.
  • Columbia Advisory Partners's Viatris position peaked at $204K in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Columbia Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.