GWN Securities’s Viatris VTRS Stock Holding History

GWN Securities’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	-729,686	Closed	-$6.14M	–	722
2025 Q1	$6.14M	Buy	+729,686	New	+$7.66M	0.35%	62

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

GWN Securities's VTRS Position: Q2 2025 in Review

GWN Securities sold out of Viatris (VTRS) in Q2 2025, closing a stake of 729,686 shares — an estimated $6.14M sold.

GWN Securities first reported a position in VTRS in Q1 2025 and held it in 1 quarter. The position peaked at $6.14M in Q1 2025. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

GWN Securities reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 729,686 Viatris shares in Q2 2025, an estimated $6.14M.
GWN Securities first reported a position in Viatris in Q1 2025 and held it in 1 quarter.
GWN Securities's Viatris position peaked at $6.14M in Q1 2025.
975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.