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Mendota Financial Group’s Viatris VTRS Stock Holding History

Mendota Financial 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
2025
Q2 		– Sell
-12
Closed -$105 – 117
2025
Q1 		$105 Sell
12
-5,325
-100% -$55.9K ﹤0.01% 115
2024
Q4 		$66.4K Sell
5,337
-3
-0.1% -$37 0.04% 127
2024
Q3 		$62K Buy
5,340
+171
+3% +$1.97K 0.03% 157
2024
Q2 		$54.9K Hold
5,169
– – 0.03% 166
2024
Q1 		$61.7K Buy
5,169
+662
+15% +$7.97K 0.04% 168
2023
Q4 		$48.8K Hold
4,507
– – 0.04% 203
2023
Q3 		$44.4K Hold
4,507
– – 0.05% 144
2023
Q2 		$45K Buy
4,507
+1,480
+49% +$14.1K 0.05% 139
2023
Q1 		$32.9K Sell
3,027
-2
-0.1% -$22 0.03% 164
2022
Q4 		$33.7K Buy
+3,029
New +$31.7K 0.04% 151

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

Mendota Financial Group's VTRS Position: Q2 2025 in Review

Mendota Financial Group sold out of Viatris (VTRS) in Q2 2025, closing a stake of 12 shares — an estimated $105 sold.

Mendota Financial Group first reported a position in VTRS in Q4 2022 and held it in 10 quarters. The position peaked at $66.4K in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Mendota Financial Group reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Mendota Financial Group sold 12 Viatris shares in Q2 2025, an estimated $105.
  • Mendota Financial Group first reported a position in Viatris in Q4 2022 and held it in 10 quarters.
  • Mendota Financial Group's Viatris position peaked at $66.4K in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Mendota Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.