Guardian Wealth Management (Illinois)’s Viatris VTRS Stock Holding History

Guardian Wealth Management (Illinois)’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	-231	Closed	-$2.01K	–	211
2025 Q1	$2.01K	Hold	231	–	–	﹤0.01%	207
2024 Q4	$2.87K	Buy	231 +1	+0.4%	+$12	﹤0.01%	201
2024 Q3	$2.67K	Hold	230	–	–	﹤0.01%	208
2024 Q2	$2.45K	Hold	230	–	–	﹤0.01%	208
2024 Q1	$2.75K	Hold	230	–	–	﹤0.01%	200
2023 Q4	$2.49K	Buy	230 +203	+752%	+$1.94K	﹤0.01%	212
2023 Q3	$263	Buy	27 +1	+4%	+$10	﹤0.01%	218
2023 Q2	$263	Hold	26	–	–	﹤0.01%	221
2023 Q1	$251	Hold	26	–	–	﹤0.01%	236
2022 Q4	$287	Buy	26 +1	+4%	+$10	﹤0.01%	241
2022 Q3	$0	Sell	25 -9	-26%	-$89	﹤0.01%	242
2022 Q2	$0	Buy	34 +1	+3%	+$11	﹤0.01%	235
2022 Q1	$0	Hold	33	–	–	﹤0.01%	240
2021 Q4	$0	Buy	+33	New	+$441	﹤0.01%	228

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

Guardian Wealth Management (Illinois)'s VTRS Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Viatris (VTRS) in Q2 2025, closing a stake of 231 shares — an estimated $2.01K sold.

Guardian Wealth Management (Illinois) first reported a position in VTRS in Q4 2021 and held it in 14 quarters. The position peaked at $2.87K in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 231 Viatris shares in Q2 2025, an estimated $2.01K.
Guardian Wealth Management (Illinois) first reported a position in Viatris in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Viatris position peaked at $2.87K in Q4 2024.
975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.