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Lindbrook Capital’s Viatris VTRS Stock Holding History

Lindbrook Capital’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 		$219K Buy
25,194
+13,648
+118% +$143K 0.02% 388
2024
Q4 		$144K Buy
11,546
+817
+8% +$10K 0.01% 455
2024
Q3 		$125K Buy
10,729
+270
+3% +$3.12K 0.01% 498
2024
Q2 		$111K Sell
10,459
-1,022
-9% -$11.3K 0.01% 507
2024
Q1 		$137K Buy
11,481
+857
+8% +$10.3K 0.01% 451
2023
Q4 		$115K Sell
10,624
-910
-8% -$8.71K 0.01% 486
2023
Q3 		$114K Buy
11,534
+135
+1% +$1.41K 0.01% 432
2023
Q2 		$114K Buy
11,399
+2,164
+23% +$20.7K 0.01% 457
2023
Q1 		$88.8K Buy
9,235
+206
+2% +$2.29K 0.01% 512
2022
Q4 		$100K Sell
9,029
-10,098
-53% -$106K 0.01% 479
2022
Q3 		$163K Buy
19,127
+671
+4% +$6.61K 0.03% 317
2022
Q2 		$193K Buy
18,456
+268
+1% +$2.94K 0.03% 291
2022
Q1 		$198K Buy
18,188
+796
+5% +$10.5K 0.03% 289
2021
Q4 		$235K Buy
17,392
+16,294
+1,484% +$218K 0.04% 272
2021
Q3 		$15K Hold
1,098
– – ﹤0.01% 850
2021
Q2 		$16K Buy
1,098
+85
+8% +$1.23K ﹤0.01% 872
2021
Q1 		$14K Sell
1,013
-606
-37% -$9.88K ﹤0.01% 885
2020
Q4 		$30K Buy
1,619
+1,092
+207% +$17.8K 0.01% 561
2020
Q3 		$8K Sell
527
-340
-39% -$5.43K ﹤0.01% 933
2020
Q2 		$14K Buy
867
+276
+47% +$4.47K ﹤0.01% 731
2020
Q1 		$9K Buy
591
+497
+529% +$9.52K ﹤0.01% 804
2019
Q4 		$2K Hold
94
– – ﹤0.01% 1324
2019
Q3 		$2K Buy
94
+74
+370% +$1.45K ﹤0.01% 1303
2019
Q2 		$0 Sell
20
-158
-89% -$3.49K ﹤0.01% 1521
2019
Q1 		$5K Sell
178
-29
-14% -$846 ﹤0.01% 1088
2018
Q4 		$5K Buy
+207
New +$6.71K ﹤0.01% 1033

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
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

Lindbrook Capital's VTRS Position: Q1 2025 in Review

Lindbrook Capital increased its Viatris (VTRS) stake by 118% in Q1 2025, buying an estimated $143K and bringing the position to 25,194 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #388.

Lindbrook Capital first reported a position in VTRS in Q4 2018 and has held it in 26 quarters since. The position peaked at $235K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Lindbrook Capital held 25,194 shares of Viatris worth $219K as of Q1 2025.
  • Lindbrook Capital bought 13,648 Viatris shares in Q1 2025, an estimated $143K.
  • Viatris made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #388 holding.
  • Lindbrook Capital first reported a position in Viatris in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Viatris position peaked at $235K in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.