CAS
VTRS icon

Coppell Advisory Solutions’s Viatris VTRS Stock Holding History

Coppell Advisory Solutions’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
-1,716
Closed -$21.2K – 1844
2024
Q4 		$21.2K Sell
1,716
-24
-1% -$295 ﹤0.01% 862
2024
Q3 		$20.1K Buy
1,740
+181
+12% +$2.09K ﹤0.01% 879
2024
Q2 		$16.6K Buy
+1,559
New +$17.2K ﹤0.01% 857
2023
Q4 		$15.9K Buy
1,470
+782
+114% +$7.49K ﹤0.01% 809
2023
Q3 		$7.66K Sell
688
-987
-59% -$10.3K ﹤0.01% 645
2023
Q2 		$16.6K Buy
+1,675
New +$16K ﹤0.01% 595
2023
Q1 		– Sell
-688
Closed -$7.66K – 1072
2022
Q4 		$7.66K Buy
+688
New +$7.19K ﹤0.01% 652

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

Coppell Advisory Solutions's VTRS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Viatris (VTRS) in Q1 2025, closing a stake of 1,716 shares — an estimated $21.2K sold.

Coppell Advisory Solutions first reported a position in VTRS in Q4 2022 and held it in 7 quarters. The position peaked at $21.2K in Q4 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,716 Viatris shares in Q1 2025, an estimated $21.2K.
  • Coppell Advisory Solutions first reported a position in Viatris in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Viatris position peaked at $21.2K in Q4 2024.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.