MFA
VTRS icon

McClarren Financial Advisors’s Viatris VTRS Stock Holding History

McClarren Financial Advisors’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
-408
Closed -$3K – 295
2025
Q1 		$3K Sell
408
-12
-3% -$126 ﹤0.01% 245
2024
Q4 		$5K Buy
420
+14
+3% +$172 0.01% 168
2024
Q3 		$1 Buy
406
+353
+666% +$4.07K ﹤0.01% 235
2024
Q2 		$4K Sell
53
-399
-88% -$4.41K ﹤0.01% 270
2024
Q1 		$6K Buy
452
+5
+1% +$60 ﹤0.01% 255
2023
Q4 		$5K Buy
447
+7
+2% +$67 ﹤0.01% 300
2023
Q3 		$4K Sell
440
-95
-18% -$989 ﹤0.01% 288
2023
Q2 		$5K Buy
535
+9
+2% +$86 ﹤0.01% 286
2023
Q1 		$2K Buy
526
+4
+0.8% +$44 ﹤0.01% 293
2022
Q4 		$5K Buy
522
+50
+11% +$523 ﹤0.01% 282
2022
Q3 		$4K Buy
+472
New +$4.65K ﹤0.01% 268
2022
Q2 		– Sell
-588
Closed -$6K – 282
2022
Q1 		$6K Buy
588
+2
+0.3% +$26 ﹤0.01% 228
2021
Q4 		$8K Buy
586
+9
+2% +$120 0.01% 252
2021
Q3 		$7K Buy
577
+5
+0.9% +$71 0.01% 231
2021
Q2 		$7K Buy
572
+3
+0.5% +$43 0.01% 243
2021
Q1 		$8K Hold
569
– – 0.01% 212
2020
Q4 		$10K Buy
+569
New +$9.28K 0.01% 171

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

McClarren Financial Advisors's VTRS Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Viatris (VTRS) in Q2 2025, closing a stake of 408 shares — an estimated $3K sold.

McClarren Financial Advisors first reported a position in VTRS in Q4 2020 and held it in 17 quarters. The position peaked at $10K in Q4 2020. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 408 Viatris shares in Q2 2025, an estimated $3K.
  • McClarren Financial Advisors first reported a position in Viatris in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's Viatris position peaked at $10K in Q4 2020.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.