PWMG
VTRS icon

Private Wealth Management Group’s Viatris VTRS Stock Holding History

Private Wealth Management Group’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
2026
Q1 		$13.9K Hold
1,026
– – ﹤0.01% 432
2025
Q4 		$12.8K Buy
1,026
+57
+6% +$615 ﹤0.01% 438
2025
Q3 		$9.59K Hold
969
– – ﹤0.01% 522
2025
Q2 		$8.65K Buy
969
+757
+357% +$6.4K ﹤0.01% 538
2025
Q1 		$1.85K Sell
212
-356
-63% -$3.74K ﹤0.01% 1081
2024
Q4 		$7.07K Buy
568
+16
+3% +$197 ﹤0.01% 606
2024
Q3 		$6.41K Hold
552
– – ﹤0.01% 628
2024
Q2 		$5.87K Buy
552
+95
+21% +$1.05K ﹤0.01% 646
2024
Q1 		$5.46K Hold
457
– – ﹤0.01% 599
2023
Q4 		$4.95K Buy
+457
New +$4.38K ﹤0.01% 633

Other funds holding VTRS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 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 $653B AUM 32.41% 1-Year Est. Return