JFG
VTRS icon

Jefferies Financial Group’s Viatris VTRS Stock Holding History

Jefferies 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
2026
Q1 		$566K Buy
41,894
+7,872
+23% +$110K 0.01% 1155
2025
Q4 		$424K Buy
+34,022
New +$367K ﹤0.01% 1383
2025
Q1 		– Sell
-11,873
Closed -$148K – 2062
2024
Q4 		$148K Sell
11,873
-177
-1% -$2.17K ﹤0.01% 1422
2024
Q3 		$140K Buy
+12,050
New +$139K ﹤0.01% 1258
2024
Q1 		– Sell
-70,900
Closed -$768K – 2098
2023
Q4 		$768K Buy
+70,900
New +$679K 0.01% 1066
2023
Q3 		– Sell
-425,000
Closed -$4.24M – 2055
2023
Q2 		$4.24M Buy
+425,000
New +$4.06M 0.09% 403

Other funds holding VTRS

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 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 $653B AUM 32.41% 1-Year Est. Return