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Heartwood Wealth Advisors’s Viatris VTRS Stock Holding History

Heartwood 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
-106
Closed -$1.05K – 590
2025
Q3 		$1.05K Buy
+106
New +$1.03K ﹤0.01% 546

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heartwood Wealth Advisors's VTRS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Viatris (VTRS) in Q4 2025, closing a stake of 106 shares — an estimated $1.05K sold.

Heartwood Wealth Advisors first reported a position in VTRS in Q3 2025 and held it in 1 quarter. The position peaked at $1.05K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 106 Viatris shares in Q4 2025, an estimated $1.05K.
  • Heartwood Wealth Advisors first reported a position in Viatris in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Viatris position peaked at $1.05K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.