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Grey Fox Wealth Advisors’s Viatris VTRS Stock Holding History

Grey Fox Wealth Advisors’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
-62
Closed -$618 – 596
2025
Q3 		$618 Buy
+62
New +$604 ﹤0.01% 593
2023
Q2 		– Sell
-48
Closed -$458 – 509
2023
Q1 		$458 Buy
48
+1
+2% +$11 ﹤0.01% 500
2022
Q4 		$523 Buy
+47
New +$491 ﹤0.01% 373

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grey Fox Wealth Advisors's VTRS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Viatris (VTRS) in Q4 2025, closing a stake of 62 shares — an estimated $618 sold.

Grey Fox Wealth Advisors first reported a position in VTRS in Q4 2022 and held it in 3 quarters. The position peaked at $618 in Q3 2025. 1,005 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 62 Viatris shares in Q4 2025, an estimated $618.
  • Grey Fox Wealth Advisors first reported a position in Viatris in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Viatris position peaked at $618 in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.