NewSquare Capital’s Viatris VTRS Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-1,329	Closed	-$11.9K	–	1211
2025 Q2	$11.9K	Buy	+1,329	New	+$11.2K	﹤0.01%	611
2025 Q1	–	Sell	-114	Closed	-$1.42K	–	1235
2024 Q4	$1.42K	Buy	+114	New	+$1.4K	﹤0.01%	611
2024 Q1	–	Sell	-112	Closed	-$1.21K	–	527
2023 Q4	$1.21K	Buy	+112	New	+$1.07K	﹤0.01%	401
2013 Q4	–	Sell	-63	Closed	-$2K	–	269
2013 Q3	$2K	Buy	+63	New	+$2.22K	﹤0.01%	233

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

NewSquare Capital's VTRS Position: Q3 2025 in Review

NewSquare Capital sold out of Viatris (VTRS) in Q3 2025, closing a stake of 1,329 shares — an estimated $11.9K sold.

NewSquare Capital first reported a position in VTRS in Q3 2013 and held it in 4 quarters. The position peaked at $11.9K in Q2 2025. 972 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

NewSquare Capital reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 1,329 Viatris shares in Q3 2025, an estimated $11.9K.
NewSquare Capital first reported a position in Viatris in Q3 2013 and held it in 4 quarters.
NewSquare Capital's Viatris position peaked at $11.9K in Q2 2025.
972 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.