Focus Partners Wealth
VTRS icon

Focus Partners Wealth’s Viatris VTRS Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$1.78M Sell
132,034
-3,468
-3% -$48.5K ﹤0.01% 1366
2025
Q4 		$1.68M Buy
135,502
+75,190
+125% +$811K ﹤0.01% 1400
2025
Q3 		$597K Sell
60,312
-263,778
-81% -$2.57M ﹤0.01% 1540
2025
Q2 		$2.89M Buy
324,090
+9,165
+3% +$77.5K 0.01% 807
2025
Q1 		$2.74M Sell
314,925
-44,229
-12% -$464K 0.01% 770
2024
Q4 		$4.47M Buy
359,154
+150,167
+72% +$1.85M 0.01% 641
2024
Q3 		$2.43M Sell
208,987
-194,735
-48% -$2.25M 0.01% 731
2024
Q2 		$4.29M Buy
403,722
+215,898
+115% +$2.39M 0.01% 519
2024
Q1 		$2.24M Buy
187,824
+175,419
+1,414% +$2.11M 0.02% 456
2023
Q4 		$134K Buy
+12,405
New +$119K ﹤0.01% 764

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
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VCM
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T. Rowe Price Associates
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 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 $653B AUM 32.41% 1-Year Est. Return