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Litman Gregory Wealth Management’s Viatris VTRS Stock Holding History

Litman Gregory Wealth 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
Q4 		$1.81K Buy
+145
New +$1.56K ﹤0.01% 303
2021
Q2 		– Sell
-145
Closed -$2K – 186
2021
Q1 		$2K Sell
145
-124
-46% -$2.02K ﹤0.01% 184
2020
Q4 		$5K Buy
+269
New +$4.39K ﹤0.01% 169
2019
Q1 		– Sell
-300
Closed -$8K – 150
2018
Q4 		$8K Buy
+300
New +$9.72K ﹤0.01% 120

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 $999B AUM 46.22% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Litman Gregory Wealth Management's VTRS Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Viatris (VTRS) in Q4 2025: 145 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in VTRS as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in VTRS in Q4 2018 and has held it in 4 quarters since. The position peaked at $8K in Q4 2018. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Litman Gregory Wealth Management held 145 shares of Viatris worth $1.81K as of Q4 2025.
  • Viatris was a new Litman Gregory Wealth Management position in Q4 2025.
  • Viatris made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #303 holding.
  • Litman Gregory Wealth Management first reported a position in Viatris in Q4 2018 and has held it in 4 quarters since.
  • Litman Gregory Wealth Management's Viatris position peaked at $8K in Q4 2018.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.