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Heritage Wealth Management (Ohio)’s Viatris VTRS Stock Holding History

Heritage Wealth Management (Ohio)’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
Q3 		– Sell
-11,170
Closed -$99.7K – 256
2025
Q2 		$99.7K Sell
11,170
-56,004
-83% -$474K 0.03% 237
2025
Q1 		$585K Sell
67,174
-3,484
-5% -$36.6K 0.2% 120
2024
Q4 		$880K Hold
70,658
– – 0.29% 88
2024
Q3 		$820K Sell
70,658
-2,694
-4% -$31.1K 0.27% 98
2024
Q2 		$757K Buy
+73,352
New +$810K 0.25% 98

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s VTRS Position: Q3 2025 in Review

Heritage Wealth Management (Ohio) sold out of Viatris (VTRS) in Q3 2025, closing a stake of 11,170 shares — an estimated $99.7K sold.

Heritage Wealth Management (Ohio) first reported a position in VTRS in Q2 2024 and held it in 5 quarters. The position peaked at $880K in Q4 2024. 971 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 11,170 Viatris shares in Q3 2025, an estimated $99.7K.
  • Heritage Wealth Management (Ohio) first reported a position in Viatris in Q2 2024 and held it in 5 quarters.
  • Heritage Wealth Management (Ohio)'s Viatris position peaked at $880K in Q4 2024.
  • 971 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2025, filed 4 Nov 2025.