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Rise Advisors’s Viatris VTRS Stock Holding History

Rise 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
Q4 		– Sell
-166
Closed -$1.65K – 1403
2025
Q3 		$1.65K Buy
166
+1
+0.6% +$10 ﹤0.01% 1214
2025
Q2 		$1.48K Buy
165
+58
+54% +$490 ﹤0.01% 1229
2025
Q1 		$935 Buy
107
+1
+0.9% +$10 ﹤0.01% 1277
2024
Q4 		$1.32K Hold
106
– – ﹤0.01% 1081
2024
Q3 		$1.23K Buy
106
+1
+1% +$12 ﹤0.01% 1158
2024
Q2 		$1.12K Buy
105
+1
+1% +$11 ﹤0.01% 1157
2024
Q1 		$1.25K Hold
104
– – ﹤0.01% 1170
2023
Q4 		$1.12K Sell
104
-5
-5% -$48 ﹤0.01% 513
2023
Q3 		$1.07K Sell
109
-23
-17% -$239 ﹤0.01% 526
2023
Q2 		$1.31K Buy
132
+2
+2% +$19 ﹤0.01% 556
2023
Q1 		$1.25K Sell
130
-23
-15% -$255 ﹤0.01% 631
2022
Q4 		$1.7K Buy
153
+1
+0.7% +$10 ﹤0.01% 591
2022
Q3 		$1K Buy
152
+2
+1% +$20 ﹤0.01% 689
2022
Q2 		$2K Buy
150
+1
+0.7% +$11 ﹤0.01% 587
2022
Q1 		$2K Buy
149
+1
+0.7% +$13 ﹤0.01% 563
2021
Q4 		$2K Buy
+148
New +$1.98K ﹤0.01% 534

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 $999B AUM 46.22% 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 $3.38T AUM 44.17% 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 $495B AUM 43.24% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's VTRS Position: Q4 2025 in Review

Rise Advisors sold out of Viatris (VTRS) in Q4 2025, closing a stake of 166 shares — an estimated $1.65K sold.

Rise Advisors first reported a position in VTRS in Q4 2021 and held it in 16 quarters. The position peaked at $2K in Q2 2022. 1,010 funds tracked by Wall St. Rank hold VTRS as of Q4 2025.

  • Rise Advisors reported no remaining Viatris position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 166 Viatris shares in Q4 2025, an estimated $1.65K.
  • Rise Advisors first reported a position in Viatris in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Viatris position peaked at $2K in Q2 2022.
  • 1,010 funds tracked by Wall St. Rank held Viatris as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.