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Iron Horse Wealth Management’s Viatris VTRS Stock Holding History

Iron Horse Wealth 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
2025
Q2 		$4.62K Buy
517
+30
+6% +$254 ﹤0.01% 385
2025
Q1 		$4.24K Buy
+487
New +$5.11K ﹤0.01% 385
2022
Q3 		– Sell
-1
Closed – – 290
2022
Q2 		$0 Buy
+1
New +$11 ﹤0.01% 326

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iron Horse Wealth Management's VTRS Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Viatris (VTRS) stake by 6.2% in Q2 2025, buying an estimated $254 and bringing the position to 517 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Iron Horse Wealth Management first reported a position in VTRS in Q2 2022 and has held it in 3 quarters since. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Iron Horse Wealth Management held 517 shares of Viatris worth $4.62K as of Q2 2025.
  • Iron Horse Wealth Management bought 30 Viatris shares in Q2 2025, an estimated $254.
  • Viatris made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #385 holding.
  • Iron Horse Wealth Management first reported a position in Viatris in Q2 2022 and has held it in 3 quarters since.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.