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Richardson Financial Services’s Viatris VTRS Stock Holding History

Richardson Financial Services’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
-1
Closed -$10 – 619
2025
Q3 		$10 Buy
+1
New +$10 ﹤0.01% 512
2024
Q4 		– Sell
-8
Closed -$86 – 653
2024
Q3 		$86 Hold
8
– – ﹤0.01% 596
2024
Q2 		$86 Hold
8
– – ﹤0.01% 584
2024
Q1 		$96 Hold
8
– – ﹤0.01% 613
2023
Q4 		$87 Buy
+8
New +$77 ﹤0.01% 375

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 $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Richardson Financial Services's VTRS Position: Q4 2025 in Review

Richardson Financial Services sold out of Viatris (VTRS) in Q4 2025, closing a stake of 1 share — an estimated $10 sold.

Richardson Financial Services first reported a position in VTRS in Q4 2023 and held it in 5 quarters. The position peaked at $96 in Q1 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Richardson Financial Services reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 1 Viatris share in Q4 2025, an estimated $10.
  • Richardson Financial Services first reported a position in Viatris in Q4 2023 and held it in 5 quarters.
  • Richardson Financial Services's Viatris position peaked at $96 in Q1 2024.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.