JDM Financial Group’s Viatris VTRS Stock Holding History

JDM Financial Group’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	-54	Closed	-$672	–	343
2024 Q4	$672	Hold	54	–	–	﹤0.01%	315
2024 Q3	$627	Buy	+54	New	+$623	﹤0.01%	371

Other funds holding VTRS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JDM Financial Group's VTRS Position: Q1 2025 in Review

JDM Financial Group sold out of Viatris (VTRS) in Q1 2025, closing a stake of 54 shares — an estimated $672 sold.

JDM Financial Group first reported a position in VTRS in Q3 2024 and held it in 2 quarters. The position peaked at $672 in Q4 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

JDM Financial Group reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
JDM Financial Group sold 54 Viatris shares in Q1 2025, an estimated $672.
JDM Financial Group first reported a position in Viatris in Q3 2024 and held it in 2 quarters.
JDM Financial Group's Viatris position peaked at $672 in Q4 2024.
1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.