GFPC
VTRS icon

Global Financial Private Client’s Viatris VTRS Stock Holding History

Global Financial Private Client’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
-1,043
Closed -$9.09K – 1569
2025
Q1 		$9.09K Buy
1,043
+51
+5% +$535 ﹤0.01% 590
2024
Q4 		$12.3K Sell
992
-27
-3% -$332 ﹤0.01% 512
2024
Q3 		$11.8K Buy
1,019
+86
+9% +$992 ﹤0.01% 518
2024
Q2 		$9.92K Hold
933
– – ﹤0.01% 447
2024
Q1 		$11.1K Hold
933
– – ﹤0.01% 448
2023
Q4 		$10.1K Sell
933
-19
-2% -$182 ﹤0.01% 460
2023
Q3 		$9.57K Hold
952
– – ﹤0.01% 444
2023
Q2 		$9.41K Sell
952
-45
-5% -$430 ﹤0.01% 446
2023
Q1 		$9.58K Hold
997
– – ﹤0.01% 451
2022
Q4 		$11.1K Hold
997
– – 0.01% 413
2022
Q3 		$8.69K Hold
997
– – 0.01% 420
2022
Q2 		$10.7K Buy
997
+121
+14% +$1.33K 0.01% 388
2022
Q1 		$9.48K Hold
876
– – ﹤0.01% 412
2021
Q4 		$11.9K Sell
876
-20
-2% -$267 0.01% 380
2021
Q3 		$12.2K Hold
896
– – 0.01% 333
2021
Q2 		$13.2K Sell
896
-81
-8% -$1.17K 0.01% 332
2021
Q1 		$13.6K Hold
977
– – 0.01% 294
2020
Q4 		$18.3K Buy
+977
New +$15.9K 0.01% 269

Other funds holding VTRS

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

Global Financial Private Client's VTRS Position: Q2 2025 in Review

Global Financial Private Client sold out of Viatris (VTRS) in Q2 2025, closing a stake of 1,043 shares — an estimated $9.09K sold.

Global Financial Private Client first reported a position in VTRS in Q4 2020 and held it in 18 quarters. The position peaked at $18.3K in Q4 2020. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Global Financial Private Client reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,043 Viatris shares in Q2 2025, an estimated $9.09K.
  • Global Financial Private Client first reported a position in Viatris in Q4 2020 and held it in 18 quarters.
  • Global Financial Private Client's Viatris position peaked at $18.3K in Q4 2020.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.