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Livelsberger Financial Advisory’s Viatris VTRS Stock Holding History

Livelsberger Financial Advisory’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
-531
Closed -$4.74K – 79
2025
Q2 		$4.74K Buy
+531
New +$4.49K 0.09% 62
2024
Q4 		– Sell
-514
Closed -$5.96K – 74
2024
Q3 		$5.96K Buy
+514
New +$5.93K 0.13% 52
2024
Q1 		– Sell
-499
Closed -$5.4K – 195
2023
Q4 		$5.4K Buy
+499
New +$4.78K ﹤0.01% 343

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Livelsberger Financial Advisory's VTRS Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Viatris (VTRS) in Q3 2025, closing a stake of 531 shares — an estimated $4.74K sold.

Livelsberger Financial Advisory first reported a position in VTRS in Q4 2023 and held it in 3 quarters. The position peaked at $5.96K in Q3 2024. 971 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 531 Viatris shares in Q3 2025, an estimated $4.74K.
  • Livelsberger Financial Advisory first reported a position in Viatris in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Viatris position peaked at $5.96K in Q3 2024.
  • 971 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.