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Richard W. Paul & Associates’s Viatris VTRS Stock Holding History

Richard W. Paul & Associates’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
-23
Closed -$286 – 508
2024
Q4 		$286 Hold
23
– – ﹤0.01% 496
2024
Q3 		$267 Hold
23
– – ﹤0.01% 488
2024
Q2 		$244 Hold
23
– – ﹤0.01% 481
2024
Q1 		$275 Hold
23
– – ﹤0.01% 493
2023
Q4 		$249 Hold
23
– – ﹤0.01% 481
2023
Q3 		$227 Hold
23
– – ﹤0.01% 487
2023
Q2 		$230 Sell
23
-24
-51% -$229 ﹤0.01% 513
2023
Q1 		$452 Hold
47
– – ﹤0.01% 511
2022
Q4 		$523 Buy
+47
New +$491 ﹤0.01% 497

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Richard W. Paul & Associates's VTRS Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Viatris (VTRS) in Q1 2025, closing a stake of 23 shares — an estimated $286 sold.

Richard W. Paul & Associates first reported a position in VTRS in Q4 2022 and held it in 9 quarters. The position peaked at $523 in Q4 2022. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 23 Viatris shares in Q1 2025, an estimated $286.
  • Richard W. Paul & Associates first reported a position in Viatris in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Viatris position peaked at $523 in Q4 2022.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.