Heck Capital Advisors’s Viatris VTRS Stock Holding History

Heck Capital 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 Q1	–	Sell	-271	Closed	-$3.37K	–	774
2024 Q4	$3.37K	Buy	+271	New	+$3.33K	﹤0.01%	598

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heck Capital Advisors's VTRS Position: Q1 2025 in Review

Heck Capital Advisors sold out of Viatris (VTRS) in Q1 2025, closing a stake of 271 shares — an estimated $3.37K sold.

Heck Capital Advisors first reported a position in VTRS in Q4 2024 and held it in 1 quarter. The position peaked at $3.37K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

Heck Capital Advisors reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 271 Viatris shares in Q1 2025, an estimated $3.37K.
Heck Capital Advisors first reported a position in Viatris in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Viatris position peaked at $3.37K in Q4 2024.
1,011 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.