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Congress Wealth Management’s Viatris VTRS Stock Holding History

Congress 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 		$199K Buy
22,299
+1,726
+8% +$14.6K ﹤0.01% 1145
2025
Q1 		$184K Buy
+20,573
New +$216K ﹤0.01% 1038

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

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

Congress Wealth Management increased its Viatris (VTRS) stake by 8.4% in Q2 2025, buying an estimated $14.6K and bringing the position to 22,299 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Congress Wealth Management first reported a position in VTRS in Q1 2025 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Congress Wealth Management held 22,299 shares of Viatris worth $199K as of Q2 2025.
  • Congress Wealth Management bought 1,726 Viatris shares in Q2 2025, an estimated $14.6K.
  • Viatris made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1145 holding.
  • Congress Wealth Management first reported a position in Viatris in Q1 2025 and has held it in 2 quarters since.
  • 977 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.