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Mattson Financial Services’s Viatris VTRS Stock Holding History

Mattson Financial Services’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 		– Sell
-40
Closed -$464 – 428
2024
Q4 		$464 Buy
+40
New +$492 ﹤0.01% 333

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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

Mattson Financial Services's VTRS Position: Q1 2025 in Review

Mattson Financial Services sold out of Viatris (VTRS) in Q1 2025, closing a stake of 40 shares — an estimated $464 sold.

Mattson Financial Services first reported a position in VTRS in Q4 2024 and held it in 1 quarter. The position peaked at $464 in Q4 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Mattson Financial Services reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 40 Viatris shares in Q1 2025, an estimated $464.
  • Mattson Financial Services first reported a position in Viatris in Q4 2024 and held it in 1 quarter.
  • Mattson Financial Services's Viatris position peaked at $464 in Q4 2024.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.