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Marcum Wealth’s Viatris VTRS Stock Holding History

Marcum Wealth’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 		$101K Sell
11,649
-183
-2% -$1.92K 0.01% 373
2024
Q4 		$147K Buy
11,832
+626
+6% +$7.69K 0.01% 366
2024
Q3 		$130K Buy
11,206
+94
+0.8% +$1.08K 0.01% 371
2024
Q2 		$118K Buy
+11,112
New +$123K 0.01% 345

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

Marcum Wealth's VTRS Position: Q1 2025 in Review

Marcum Wealth reduced its Viatris (VTRS) stake by 1.5% in Q1 2025, selling an estimated $1.92K and leaving 11,649 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #373.

Marcum Wealth first reported a position in VTRS in Q2 2024 and has held it in 4 quarters since. The position peaked at $147K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Marcum Wealth held 11,649 shares of Viatris worth $101K as of Q1 2025.
  • Marcum Wealth sold 183 Viatris shares in Q1 2025, an estimated $1.92K.
  • Viatris made up 0.01% of Marcum Wealth's portfolio in Q1 2025, its #373 holding.
  • Marcum Wealth first reported a position in Viatris in Q2 2024 and has held it in 4 quarters since.
  • Marcum Wealth's Viatris position peaked at $147K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.