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Legend Financial Advisors’s Viatris VTRS Stock Holding History

Legend Financial Advisors’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
-42
Closed -$523 – 246
2024
Q4 		$523 Buy
+42
New +$516 ﹤0.01% 224
2024
Q3 		– Sell
-42
Closed -$446 – 276
2024
Q2 		$446 Buy
+42
New +$464 ﹤0.01% 258
2023
Q1 		– Sell
-94
Closed -$1.05K – 246
2022
Q4 		$1.05K Hold
94
– – ﹤0.01% 232
2022
Q3 		$801 Buy
+94
New +$925 ﹤0.01% 224

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

Legend Financial Advisors's VTRS Position: Q1 2025 in Review

Legend Financial Advisors sold out of Viatris (VTRS) in Q1 2025, closing a stake of 42 shares — an estimated $523 sold.

Legend Financial Advisors first reported a position in VTRS in Q3 2022 and held it in 4 quarters. The position peaked at $1.05K in Q4 2022. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Legend Financial Advisors reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 42 Viatris shares in Q1 2025, an estimated $523.
  • Legend Financial Advisors first reported a position in Viatris in Q3 2022 and held it in 4 quarters.
  • Legend Financial Advisors's Viatris position peaked at $1.05K in Q4 2022.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.