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Pacific Capital Wealth Advisors’s Viatris VTRS Stock Holding History

Pacific Capital 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
Q1 		– Sell
-12
Closed -$149 – 378
2024
Q4 		$149 Hold
12
– – ﹤0.01% 381
2024
Q3 		$139 Hold
12
– – ﹤0.01% 472
2024
Q2 		$128 Hold
12
– – ﹤0.01% 501
2024
Q1 		$143 Hold
12
– – ﹤0.01% 503
2023
Q4 		$130 Buy
+12
New +$115 ﹤0.01% 332

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

Pacific Capital Wealth Advisors's VTRS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Viatris (VTRS) in Q1 2025, closing a stake of 12 shares — an estimated $149 sold.

Pacific Capital Wealth Advisors first reported a position in VTRS in Q4 2023 and held it in 5 quarters. The position peaked at $149 in Q4 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 12 Viatris shares in Q1 2025, an estimated $149.
  • Pacific Capital Wealth Advisors first reported a position in Viatris in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Viatris position peaked at $149 in Q4 2024.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.