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Family Legacy Financial Solutions’s Viatris VTRS Stock Holding History

Family Legacy Financial 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
Q4 		– Sell
-12
Closed -$119 – 231
2025
Q3 		$119 Buy
+12
New +$117 ﹤0.01% 253

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State Street
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
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RCMNY
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Invesco
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Family Legacy Financial Solutions's VTRS Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Viatris (VTRS) in Q4 2025, closing a stake of 12 shares — an estimated $119 sold.

Family Legacy Financial Solutions first reported a position in VTRS in Q3 2025 and held it in 1 quarter. The position peaked at $119 in Q3 2025. 1,005 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 12 Viatris shares in Q4 2025, an estimated $119.
  • Family Legacy Financial Solutions first reported a position in Viatris in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Viatris position peaked at $119 in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.