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Marshall Investment Management’s Viatris VTRS Stock Holding History

Marshall Investment 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
Q2 		– Sell
-30
Closed -$261 – 224
2025
Q1 		$261 Buy
+30
New +$315 ﹤0.01% 242

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Marshall Investment Management's VTRS Position: Q2 2025 in Review

Marshall Investment Management sold out of Viatris (VTRS) in Q2 2025, closing a stake of 30 shares — an estimated $261 sold.

Marshall Investment Management first reported a position in VTRS in Q1 2025 and held it in 1 quarter. The position peaked at $261 in Q1 2025. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Marshall Investment Management reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 30 Viatris shares in Q2 2025, an estimated $261.
  • Marshall Investment Management first reported a position in Viatris in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's Viatris position peaked at $261 in Q1 2025.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.