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Keystone Financial Group (Georgia)’s Viatris VTRS Stock Holding History

Keystone Financial Group (Georgia)’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
Q4 		– Sell
-31
Closed -$304 – 141
2025
Q3 		$304 Hold
31
– – ﹤0.01% 124
2025
Q2 		$273 Hold
31
– – ﹤0.01% 145
2025
Q1 		$261 Hold
31
– – ﹤0.01% 152
2024
Q4 		$383 Buy
+31
New +$381 ﹤0.01% 154

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VTRS Position: Q4 2025 in Review

Keystone Financial Group (Georgia) sold out of Viatris (VTRS) in Q4 2025, closing a stake of 31 shares — an estimated $304 sold.

Keystone Financial Group (Georgia) first reported a position in VTRS in Q4 2024 and held it in 4 quarters. The position peaked at $383 in Q4 2024. 1,007 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Keystone Financial Group (Georgia) reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 31 Viatris shares in Q4 2025, an estimated $304.
  • Keystone Financial Group (Georgia) first reported a position in Viatris in Q4 2024 and held it in 4 quarters.
  • Keystone Financial Group (Georgia)'s Viatris position peaked at $383 in Q4 2024.
  • 1,007 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q4 2025, filed 16 Jan 2026.