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MPWM Advisory Solutions’s Viatris VTRS Stock Holding History

MPWM Advisory Solutions’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
Q4 		– Sell
-23
Closed -$230 – 562
2025
Q3 		$230 Hold
23
– – ﹤0.01% 504
2025
Q2 		$205 Sell
23
-78
-77% -$659 ﹤0.01% 511
2025
Q1 		$879 Hold
101
– – ﹤0.01% 546
2024
Q4 		$1.26K Buy
+101
New +$1.24K ﹤0.01% 519

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MPWM Advisory Solutions's VTRS Position: Q4 2025 in Review

MPWM Advisory Solutions sold out of Viatris (VTRS) in Q4 2025, closing a stake of 23 shares — an estimated $230 sold.

MPWM Advisory Solutions first reported a position in VTRS in Q4 2024 and held it in 4 quarters. The position peaked at $1.26K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • MPWM Advisory Solutions reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 23 Viatris shares in Q4 2025, an estimated $230.
  • MPWM Advisory Solutions first reported a position in Viatris in Q4 2024 and held it in 4 quarters.
  • MPWM Advisory Solutions's Viatris position peaked at $1.26K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on MPWM Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.