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Pettee Investors’s Viatris VTRS Stock Holding History

Pettee Investors’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
-11,015
Closed -$137K – 118
2024
Q4 		$137K Hold
11,015
– – 0.07% 115
2024
Q3 		$128K Hold
11,015
– – 0.06% 118
2024
Q2 		$117K Sell
11,015
-166
-1% -$1.83K 0.06% 116
2024
Q1 		$134K Hold
11,181
– – 0.06% 116
2023
Q4 		$121K Sell
11,181
-339
-3% -$3.25K 0.05% 121
2023
Q3 		$114K Sell
11,520
-3,553
-24% -$37K 0.05% 120
2023
Q2 		$150K Hold
15,073
– – 0.07% 121
2023
Q1 		$145K Hold
15,073
– – 0.07% 120
2022
Q4 		$168K Hold
15,073
– – 0.08% 116
2022
Q3 		$128K Hold
15,073
– – 0.07% 115
2022
Q2 		$158K Sell
15,073
-259
-2% -$2.84K 0.08% 116
2022
Q1 		$167K Hold
15,332
– – 0.07% 122
2021
Q4 		$208K Sell
15,332
-595
-4% -$7.95K 0.09% 122
2021
Q3 		$216K Buy
15,927
+16
+0.1% +$227 0.1% 120
2021
Q2 		$228K Sell
15,911
-167
-1% -$2.42K 0.11% 120
2021
Q1 		$225K Sell
16,078
-743
-4% -$12.1K 0.11% 118
2020
Q4 		$315K Buy
+16,821
New +$274K 0.17% 105
2019
Q2 		– Sell
-21,670
Closed -$614K – 119
2019
Q1 		$614K Hold
21,670
– – 0.39% 73
2018
Q4 		$594K Hold
21,670
– – 0.42% 69
2018
Q3 		$793K Hold
21,670
– – 0.47% 63
2018
Q2 		$783K Hold
21,670
– – 0.49% 65
2018
Q1 		$892K Buy
21,670
+11,670
+117% +$498K 0.55% 53
2017
Q4 		$423K Buy
+10,000
New +$382K 0.26% 96

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pettee Investors's VTRS Position: Q1 2025 in Review

Pettee Investors sold out of Viatris (VTRS) in Q1 2025, closing a stake of 11,015 shares — an estimated $137K sold.

Pettee Investors first reported a position in VTRS in Q4 2017 and held it in 23 quarters. The position peaked at $892K in Q1 2018. 1,011 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Pettee Investors reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Pettee Investors sold 11,015 Viatris shares in Q1 2025, an estimated $137K.
  • Pettee Investors first reported a position in Viatris in Q4 2017 and held it in 23 quarters.
  • Pettee Investors's Viatris position peaked at $892K in Q1 2018.
  • 1,011 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Pettee Investors's 13F filing for Q1 2025, filed 2 May 2025.