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Kathmere Capital Management’s Viatris VTRS Stock Holding History

Kathmere Capital 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
Q1 		– Sell
-11,953
Closed -$149K – 457
2024
Q4 		$149K Buy
11,953
+512
+4% +$6.29K 0.01% 401
2024
Q3 		$133K Sell
11,441
-1,157
-9% -$13.3K 0.01% 372
2024
Q2 		$134K Sell
12,598
-16,273
-56% -$180K 0.01% 329
2024
Q1 		$345K Sell
28,871
-199
-0.7% -$2.4K 0.04% 210
2023
Q4 		$315K Sell
29,070
-13,940
-32% -$133K 0.04% 199
2023
Q3 		$424K Sell
43,010
-1,396
-3% -$14.5K 0.06% 140
2023
Q2 		$443K Buy
44,406
+17,082
+63% +$163K 0.07% 121
2023
Q1 		$263K Buy
27,324
+14,822
+119% +$164K 0.04% 168
2022
Q4 		$139K Buy
+12,502
New +$131K 0.02% 191
2021
Q1 		– Sell
-81
Closed -$2K – 403
2020
Q4 		$2K Buy
+81
New +$1.32K ﹤0.01% 390

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

Kathmere Capital Management's VTRS Position: Q1 2025 in Review

Kathmere Capital Management sold out of Viatris (VTRS) in Q1 2025, closing a stake of 11,953 shares — an estimated $149K sold.

Kathmere Capital Management first reported a position in VTRS in Q4 2020 and held it in 10 quarters. The position peaked at $443K in Q2 2023. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Kathmere Capital Management reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 11,953 Viatris shares in Q1 2025, an estimated $149K.
  • Kathmere Capital Management first reported a position in Viatris in Q4 2020 and held it in 10 quarters.
  • Kathmere Capital Management's Viatris position peaked at $443K in Q2 2023.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Kathmere Capital Management's 13F filing for Q1 2025, filed 1 May 2025.