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Optimum Investment Advisors’s Viatris VTRS Stock Holding History

Optimum Investment 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
Q3 		$416 Sell
42
-664
-94% -$6.46K ﹤0.01% 599
2025
Q2 		$6.3K Hold
706
– – ﹤0.01% 532
2025
Q1 		$6.15K Hold
706
– – ﹤0.01% 549
2024
Q4 		$8.79K Hold
706
– – ﹤0.01% 525
2024
Q3 		$8.2K Hold
706
– – ﹤0.01% 544
2024
Q2 		$7.5K Sell
706
-42
-6% -$464 ﹤0.01% 541
2024
Q1 		$8.93K Hold
748
– – ﹤0.01% 531
2023
Q4 		$8.1K Sell
748
-310
-29% -$2.97K ﹤0.01% 528
2023
Q3 		$10.4K Hold
1,058
– – 0.01% 539
2023
Q2 		$10.6K Hold
1,058
– – 0.01% 548
2023
Q1 		$10.2K Sell
1,058
-62
-6% -$688 0.01% 566
2022
Q4 		$12.5K Sell
1,120
-66
-6% -$690 0.01% 548
2022
Q3 		$10K Sell
1,186
-24
-2% -$236 0.01% 592
2022
Q2 		$13K Hold
1,210
– – 0.01% 579
2022
Q1 		$13K Sell
1,210
-8
-0.7% -$105 0.01% 622
2021
Q4 		$16K Hold
1,218
– – 0.01% 622
2021
Q3 		$17K Sell
1,218
-343
-22% -$4.87K 0.01% 614
2021
Q2 		$22K Sell
1,561
-198
-11% -$2.87K 0.01% 647
2021
Q1 		$25K Sell
1,759
-2,117
-55% -$34.5K 0.01% 634
2020
Q4 		$73K Buy
+3,876
New +$63.2K 0.02% 415
2015
Q1 		$36K Hold
600
– – 0.01% 572
2014
Q4 		$34K Hold
600
– – 0.01% 596
2014
Q3 		$27K Hold
600
– – 0.01% 593
2014
Q2 		$31K Hold
600
– – 0.01% 582
2014
Q1 		$29K Hold
600
– – 0.01% 455
2013
Q4 		$26K Hold
600
– – 0.01% 477
2013
Q3 		$23K Buy
+600
New +$21.1K 0.01% 472

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Optimum Investment Advisors's VTRS Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Viatris (VTRS) stake by 94% in Q3 2025, selling an estimated $6.46K and leaving 42 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Optimum Investment Advisors first reported a position in VTRS in Q3 2013 and has held it in 27 quarters since. The position peaked at $73K in Q4 2020. 969 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Optimum Investment Advisors held 42 shares of Viatris worth $416 as of Q3 2025.
  • Optimum Investment Advisors sold 664 Viatris shares in Q3 2025, an estimated $6.46K.
  • Viatris made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #599 holding.
  • Optimum Investment Advisors first reported a position in Viatris in Q3 2013 and has held it in 27 quarters since.
  • Optimum Investment Advisors's Viatris position peaked at $73K in Q4 2020.
  • 969 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.