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Kapitalo Investimentos’s Viatris VTRS Stock Holding History

Kapitalo Investimentos’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
-3,101
Closed -$38.6K – 321
2024
Q4 		$38.6K Buy
+3,101
New +$38.1K 0.03% 234
2024
Q2 		– Sell
-18,063
Closed -$216K – 313
2024
Q1 		$216K Buy
+18,063
New +$218K 0.05% 241
2023
Q4 		– Sell
-68,624
Closed -$677K – 722
2023
Q3 		$677K Buy
+68,624
New +$715K 0.09% 75
2023
Q2 		– Sell
-38,231
Closed -$368K – 712
2023
Q1 		$368K Buy
+38,231
New +$424K 0.12% 68

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

Kapitalo Investimentos's VTRS Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Viatris (VTRS) in Q1 2025, closing a stake of 3,101 shares — an estimated $38.6K sold.

Kapitalo Investimentos first reported a position in VTRS in Q1 2023 and held it in 4 quarters. The position peaked at $677K in Q3 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,101 Viatris shares in Q1 2025, an estimated $38.6K.
  • Kapitalo Investimentos first reported a position in Viatris in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Viatris position peaked at $677K in Q3 2023.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.