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Mowery & Schoenfeld Wealth Management’s Viatris VTRS Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-192
Closed -$2.39K – 565
2024
Q4 		$2.39K Buy
+192
New +$2.36K ﹤0.01% 382

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
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

Mowery & Schoenfeld Wealth Management's VTRS Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Viatris (VTRS) in Q1 2025, closing a stake of 192 shares — an estimated $2.39K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VTRS in Q4 2024 and held it in 1 quarter. The position peaked at $2.39K in Q4 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 192 Viatris shares in Q1 2025, an estimated $2.39K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Viatris in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Viatris position peaked at $2.39K in Q4 2024.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.