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MWPCG
Measured Wealth Private Client Group’s
Viatris
VTRS
Stock Holding History
Measured Wealth Private Client Group’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
2026
Q1
$7.2K
Hold
533
–
–
﹤0.01%
589
2025
Q4
$6.64K
Sell
533
-2,048
-79%
-$22.1K
﹤0.01%
588
2025
Q3
$25.6K
Sell
2,581
-8,142
-76%
-$79.3K
0.01%
424
2025
Q2
$95.8K
Sell
10,723
-25,558
-70%
-$216K
0.03%
179
2025
Q1
$316K
Sell
36,281
-37,084
-51%
-$389K
0.1%
128
2024
Q4
$913K
Buy
73,365
+6
+0%
+$74
0.3%
45
2024
Q3
$852K
Sell
73,359
-319
-0.4%
-$3.68K
0.28%
52
2024
Q2
$783K
Buy
73,678
+16,298
+28%
+$180K
0.28%
55
2024
Q1
$685K
Buy
57,380
+1,866
+3%
+$22.5K
0.24%
69
2023
Q4
$601K
Buy
+55,514
New
+$532K
0.22%
76
2023
Q2
–
Sell
-31,243
Closed
-$301K
–
197
2023
Q1
$301K
Buy
31,243
+8,394
+37%
+$93.1K
0.12%
131
2022
Q4
$254K
Buy
+22,849
New
+$239K
0.1%
137
2018
Q4
–
Sell
-500
Closed
-$18K
–
697
2018
Q3
$18K
Buy
+500
New
+$18.8K
0.01%
539
Other funds holding VTRS
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
DSA
Davis Selected Advisers
Tucson, Arizona
$21.8B AUM
23.45%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
RCMNY
Rubric Capital Management (New York)
New York
$8.16B AUM
68.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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