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Cyndeo Wealth Partners’s Viatris VTRS Stock Holding History

Cyndeo Wealth 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
-560,669
Closed -$6.98M – 479
2024
Q4 		$6.98M Buy
560,669
+19,858
+4% +$244K 0.47% 65
2024
Q3 		$6.28M Buy
540,811
+64,328
+14% +$742K 0.44% 73
2024
Q2 		$5.07M Buy
476,483
+32,227
+7% +$356K 0.4% 73
2024
Q1 		$5.3M Sell
444,256
-7,408
-2% -$89.2K 0.44% 73
2023
Q4 		$4.89M Buy
451,664
+112,846
+33% +$1.08M 0.45% 70
2023
Q3 		$3.34M Buy
+338,818
New +$3.53M 0.35% 93

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

Cyndeo Wealth Partners's VTRS Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of Viatris (VTRS) in Q1 2025, closing a stake of 560,669 shares — an estimated $6.98M sold.

Cyndeo Wealth Partners first reported a position in VTRS in Q3 2023 and held it in 6 quarters. The position peaked at $6.98M in Q4 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Cyndeo Wealth Partners reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 560,669 Viatris shares in Q1 2025, an estimated $6.98M.
  • Cyndeo Wealth Partners first reported a position in Viatris in Q3 2023 and held it in 6 quarters.
  • Cyndeo Wealth Partners's Viatris position peaked at $6.98M in Q4 2024.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.