HWAM
VTRS icon

Hennion & Walsh Asset Management’s Viatris VTRS Stock Holding History

Hennion & Walsh Asset Management’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
2026
Q2 		$1.66M Buy
+104,642
New +$1.62M 0.05% 432
2025
Q4 		– Sell
-90,136
Closed -$892K – 1004
2025
Q3 		$892K Sell
90,136
-16,809
-16% -$164K 0.03% 539
2025
Q2 		$955K Sell
106,945
-79,232
-43% -$670K 0.04% 505
2025
Q1 		$1.62M Sell
186,177
-20,700
-10% -$217K 0.07% 331
2024
Q4 		$2.58M Sell
206,877
-2,912
-1% -$35.8K 0.12% 222
2024
Q3 		$2.44M Sell
209,789
-4,339
-2% -$50.1K 0.11% 230
2024
Q2 		$2.28M Buy
214,128
+14,859
+7% +$164K 0.12% 229
2024
Q1 		$2.38M Buy
199,269
+47,428
+31% +$571K 0.13% 220
2023
Q4 		$1.64M Buy
151,841
+69,483
+84% +$665K 0.09% 285
2023
Q3 		$812K Buy
82,358
+38,900
+90% +$405K 0.05% 410
2023
Q2 		$434K Buy
+43,458
New +$415K 0.03% 555
2021
Q2 		– Sell
-12,129
Closed -$169K – 752
2021
Q1 		$169K Buy
+12,129
New +$198K 0.01% 680

Other funds holding VTRS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return