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King Wealth Management Group’s Viatris VTRS Stock Holding History

King Wealth Management 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
Q3 		– Sell
-12,946
Closed -$116K – 164
2025
Q2 		$116K Hold
12,946
– – 0.02% 155
2025
Q1 		$113K Buy
+12,946
New +$136K 0.02% 155
2021
Q3 		– Sell
-58,121
Closed -$831K – 186
2021
Q2 		$831K Sell
58,121
-59
-0.1% -$854 0.17% 73
2021
Q1 		$813K Sell
58,180
-63
-0.1% -$1.03K 0.18% 73
2020
Q4 		$1.09M Buy
58,243
+4,243
+8% +$69.2K 0.26% 60
2020
Q3 		$801K Buy
54,000
+5,000
+10% +$79.8K 0.21% 65
2020
Q2 		$788K Buy
49,000
+34,000
+227% +$551K 0.23% 62
2020
Q1 		$224K Buy
15,000
+5,000
+50% +$95.8K 0.1% 116
2019
Q4 		$201K Buy
+10,000
New +$186K 0.05% 134
2019
Q1 		– Sell
-12,763
Closed -$350K – 140
2018
Q4 		$350K Buy
+12,763
New +$414K 0.13% 78

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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

King Wealth Management Group's VTRS Position: Q3 2025 in Review

King Wealth Management Group sold out of Viatris (VTRS) in Q3 2025, closing a stake of 12,946 shares — an estimated $116K sold.

King Wealth Management Group first reported a position in VTRS in Q4 2018 and held it in 10 quarters. The position peaked at $1.09M in Q4 2020. 968 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • King Wealth Management Group reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • King Wealth Management Group sold 12,946 Viatris shares in Q3 2025, an estimated $116K.
  • King Wealth Management Group first reported a position in Viatris in Q4 2018 and held it in 10 quarters.
  • King Wealth Management Group's Viatris position peaked at $1.09M in Q4 2020.
  • 968 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on King Wealth Management Group's 13F filing for Q3 2025, filed 7 Nov 2025.