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Gitterman Wealth Management’s Viatris VTRS Stock Holding History

Gitterman 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
Q3 		– Sell
-190
Closed -$1.7K – 327
2025
Q2 		$1.7K Sell
190
-27,165
-99% -$230K ﹤0.01% 329
2025
Q1 		$238K Buy
+27,355
New +$287K 0.06% 99

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Gitterman Wealth Management's VTRS Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Viatris (VTRS) in Q3 2025, closing a stake of 190 shares — an estimated $1.7K sold.

Gitterman Wealth Management first reported a position in VTRS in Q1 2025 and held it in 2 quarters. The position peaked at $238K in Q1 2025. 968 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 190 Viatris shares in Q3 2025, an estimated $1.7K.
  • Gitterman Wealth Management first reported a position in Viatris in Q1 2025 and held it in 2 quarters.
  • Gitterman Wealth Management's Viatris position peaked at $238K in Q1 2025.
  • 968 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.