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PSI Advisors’s Viatris VTRS Stock Holding History

PSI 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
Q2 		– Sell
-36
Closed -$314 – 683
2025
Q1 		$314 Sell
36
-698
-95% -$7.33K ﹤0.01% 695
2024
Q4 		$9.13K Hold
734
– – ﹤0.01% 543
2024
Q3 		$8.51K Hold
734
– – ﹤0.01% 563
2024
Q2 		$7.79K Buy
734
+8
+1% +$88 ﹤0.01% 558
2024
Q1 		$8.67K Sell
726
-5
-0.7% -$60 ﹤0.01% 508
2023
Q4 		$7.92K Hold
731
– – ﹤0.01% 549
2023
Q3 		$7.21K Buy
731
+5
+0.7% +$52 ﹤0.01% 539
2023
Q2 		$7.25K Sell
726
-104
-13% -$993 ﹤0.01% 534
2023
Q1 		$7.98K Hold
830
– – ﹤0.01% 469
2022
Q4 		$9.24K Sell
830
-47
-5% -$491 ﹤0.01% 439
2022
Q3 		$7K Sell
877
-52
-6% -$512 ﹤0.01% 497
2022
Q2 		$10K Hold
929
– – ﹤0.01% 465
2022
Q1 		$10K Buy
929
+1
+0.1% +$13 ﹤0.01% 474
2021
Q4 		$13K Sell
928
-131
-12% -$1.75K 0.01% 470
2021
Q3 		$14K Buy
+1,059
New +$15K 0.01% 449

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

PSI Advisors's VTRS Position: Q2 2025 in Review

PSI Advisors sold out of Viatris (VTRS) in Q2 2025, closing a stake of 36 shares — an estimated $314 sold.

PSI Advisors first reported a position in VTRS in Q3 2021 and held it in 15 quarters. The position peaked at $14K in Q3 2021. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • PSI Advisors reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 36 Viatris shares in Q2 2025, an estimated $314.
  • PSI Advisors first reported a position in Viatris in Q3 2021 and held it in 15 quarters.
  • PSI Advisors's Viatris position peaked at $14K in Q3 2021.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.