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Perpetual Ltd’s Viatris VTRS Stock Holding History

Perpetual Ltd’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
Q2 		– Sell
-15,592
Closed -$136K – 452
2025
Q1 		$136K Hold
15,592
– – ﹤0.01% 409
2024
Q4 		$194K Hold
15,592
– – ﹤0.01% 407
2024
Q3 		$181K Sell
15,592
-10,890
-41% -$126K ﹤0.01% 415
2024
Q2 		$282K Buy
26,482
+15,592
+143% +$172K ﹤0.01% 392
2024
Q1 		$113K Hold
10,890
– – ﹤0.01% 432
2023
Q4 		$118K Sell
10,890
-59,979
-85% -$574K ﹤0.01% 428
2023
Q3 		$699K Sell
70,869
-13,040
-16% -$136K 0.01% 320
2023
Q2 		$837K Buy
83,909
+23,319
+38% +$223K 0.01% 337
2023
Q1 		$583K Buy
+60,590
New +$672K 0.01% 378

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
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
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

Perpetual Ltd's VTRS Position: Q2 2025 in Review

Perpetual Ltd sold out of Viatris (VTRS) in Q2 2025, closing a stake of 15,592 shares — an estimated $136K sold.

Perpetual Ltd first reported a position in VTRS in Q1 2023 and held it in 9 quarters. The position peaked at $837K in Q2 2023. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Perpetual Ltd reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Perpetual Ltd sold 15,592 Viatris shares in Q2 2025, an estimated $136K.
  • Perpetual Ltd first reported a position in Viatris in Q1 2023 and held it in 9 quarters.
  • Perpetual Ltd's Viatris position peaked at $837K in Q2 2023.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Perpetual Ltd's 13F filing for Q2 2025, filed 11 Jul 2025.