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Principal Securities’s Viatris VTRS Stock Holding History

Principal Securities’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
Q4 		– Sell
-4,156
Closed -$41.1K – 3463
2025
Q3 		$41.1K Buy
4,156
+32
+0.8% +$311 ﹤0.01% 2048
2025
Q2 		$36.8K Buy
4,124
+1,793
+77% +$15.2K ﹤0.01% 2023
2025
Q1 		$29K Hold
2,331
– – ﹤0.01% 2008
2024
Q4 		$29K Buy
2,331
+1,466
+169% +$18K ﹤0.01% 2003
2024
Q3 		$10K Sell
865
-2,358
-73% -$27.2K ﹤0.01% 2439
2024
Q2 		$34.3K Buy
3,223
+84
+3% +$928 ﹤0.01% 1799
2024
Q1 		$37.5K Buy
3,139
+532
+20% +$6.41K ﹤0.01% 1704
2023
Q4 		$28.2K Buy
+2,607
New +$25K ﹤0.01% 1745

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Securities's VTRS Position: Q4 2025 in Review

Principal Securities sold out of Viatris (VTRS) in Q4 2025, closing a stake of 4,156 shares — an estimated $41.1K sold.

Principal Securities first reported a position in VTRS in Q4 2023 and held it in 8 quarters. The position peaked at $41.1K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Principal Securities reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 4,156 Viatris shares in Q4 2025, an estimated $41.1K.
  • Principal Securities first reported a position in Viatris in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Viatris position peaked at $41.1K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.