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Moser Wealth Advisors’s Viatris VTRS Stock Holding History

Moser Wealth 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 		$742 Buy
+83
New +$702 ﹤0.01% 193
2021
Q3 		– Sell
-343
Closed -$5K – 149
2021
Q2 		$5K Buy
343
+49
+17% +$709 ﹤0.01% 127
2021
Q1 		$4K Hold
294
– – ﹤0.01% 123
2020
Q4 		$6K Buy
+294
New +$4.79K ﹤0.01% 112

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

Moser Wealth Advisors's VTRS Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Viatris (VTRS) in Q2 2025: 83 shares worth $742. The stake represents ﹤0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Moser Wealth Advisors previously reported a position in VTRS as recently as Q2 2021.

Moser Wealth Advisors first reported a position in VTRS in Q4 2020 and has held it in 4 quarters since. The position peaked at $6K in Q4 2020. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Moser Wealth Advisors held 83 shares of Viatris worth $742 as of Q2 2025.
  • Viatris was a new Moser Wealth Advisors position in Q2 2025.
  • Viatris made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #193 holding.
  • Moser Wealth Advisors first reported a position in Viatris in Q4 2020 and has held it in 4 quarters since.
  • Moser Wealth Advisors's Viatris position peaked at $6K in Q4 2020.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.