Fiduciary Advisors Inc’s Viatris VTRS Stock Holding History

Fiduciary Advisors Inc’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	-317	Closed	-$2.76K	–	97
2025 Q1	$2.76K	Buy	317 +4	+1%	+$42	﹤0.01%	88
2024 Q4	$3.9K	Buy	+313	New	+$3.85K	﹤0.01%	89

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

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

Fiduciary Advisors Inc's VTRS Position: Q2 2025 in Review

Fiduciary Advisors Inc sold out of Viatris (VTRS) in Q2 2025, closing a stake of 317 shares — an estimated $2.76K sold.

Fiduciary Advisors Inc first reported a position in VTRS in Q4 2024 and held it in 2 quarters. The position peaked at $3.9K in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

Fiduciary Advisors Inc reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
Fiduciary Advisors Inc sold 317 Viatris shares in Q2 2025, an estimated $2.76K.
Fiduciary Advisors Inc first reported a position in Viatris in Q4 2024 and held it in 2 quarters.
Fiduciary Advisors Inc's Viatris position peaked at $3.9K in Q4 2024.
975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2025, filed 17 Jul 2025.