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D'Orazio & Associates’s Viatris VTRS Stock Holding History

D'Orazio & Associates’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 		– Sell
-11,502
Closed -$100K – 299
2025
Q1 		$100K Sell
11,502
-1,741
-13% -$18.3K 0.02% 249
2024
Q4 		$165K Hold
13,243
– – 0.02% 231
2024
Q3 		$154K Hold
13,243
– – 0.02% 233
2024
Q2 		$141K Sell
13,243
-567
-4% -$6.26K 0.02% 201
2024
Q1 		$165K Buy
13,810
+338
+3% +$4.07K 0.03% 183
2023
Q4 		$146K Buy
13,472
+1,615
+14% +$15.5K 0.03% 166
2023
Q3 		$117K Buy
11,857
+131
+1% +$1.36K 0.03% 144
2023
Q2 		$117K Sell
11,726
-2,834
-19% -$27.1K 0.03% 132
2023
Q1 		$140K Buy
+14,560
New +$161K 0.04% 131
2021
Q4 		– Sell
-460
Closed -$6K – 696
2021
Q3 		$6K Sell
460
-63
-12% -$894 ﹤0.01% 624
2021
Q2 		$7K Hold
523
– – ﹤0.01% 336
2021
Q1 		$7K Sell
523
-224
-30% -$3.65K ﹤0.01% 316
2020
Q4 		$14K Buy
+747
New +$12.2K ﹤0.01% 252

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

D'Orazio & Associates's VTRS Position: Q2 2025 in Review

D'Orazio & Associates sold out of Viatris (VTRS) in Q2 2025, closing a stake of 11,502 shares — an estimated $100K sold.

D'Orazio & Associates first reported a position in VTRS in Q4 2020 and held it in 13 quarters. The position peaked at $165K in Q1 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • D'Orazio & Associates reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • D'Orazio & Associates sold 11,502 Viatris shares in Q2 2025, an estimated $100K.
  • D'Orazio & Associates first reported a position in Viatris in Q4 2020 and held it in 13 quarters.
  • D'Orazio & Associates's Viatris position peaked at $165K in Q1 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on D'Orazio & Associates's 13F filing for Q2 2025, filed 8 Aug 2025.