Eads & Heald Wealth Management’s Viatris VTRS Stock Holding History

Eads & Heald 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 Q1	–	Sell	-14,755	Closed	-$184K	–	141
2024 Q4	$184K	Hold	14,755	–	–	0.09%	135
2024 Q3	$171K	Buy	14,755 +85	+0.6%	+$981	0.08%	142
2024 Q2	$156K	Buy	14,670 +2,600	+22%	+$28.7K	0.08%	143
2024 Q1	$144K	Buy	12,070 +193	+2%	+$2.33K	0.07%	143
2023 Q4	$129K	Sell	11,877 -7,895	-40%	-$75.6K	0.06%	145
2023 Q3	$195K	Sell	19,772 -63	-0.3%	-$656	0.1%	141
2023 Q2	$198K	Buy	19,835 +820	+4%	+$7.83K	0.1%	144
2023 Q1	$183K	Buy	19,015 +4,435	+30%	+$49.2K	0.09%	144
2022 Q4	$162K	Buy	14,580 +225	+2%	+$2.35K	0.08%	145
2022 Q3	$122K	Buy	+14,355	New	+$141K	0.07%	142

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Eads & Heald Wealth Management's VTRS Position: Q1 2025 in Review

Eads & Heald Wealth Management sold out of Viatris (VTRS) in Q1 2025, closing a stake of 14,755 shares — an estimated $184K sold.

Eads & Heald Wealth Management first reported a position in VTRS in Q3 2022 and held it in 10 quarters. The position peaked at $198K in Q2 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

Eads & Heald Wealth Management reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
Eads & Heald Wealth Management sold 14,755 Viatris shares in Q1 2025, an estimated $184K.
Eads & Heald Wealth Management first reported a position in Viatris in Q3 2022 and held it in 10 quarters.
Eads & Heald Wealth Management's Viatris position peaked at $198K in Q2 2023.
1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.