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Ruedi Wealth Management’s Viatris VTRS Stock Holding History

Ruedi Wealth Management’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
-24
Closed -$209 – 317
2025
Q1 		$209 Hold
24
– – ﹤0.01% 326
2024
Q4 		$299 Hold
24
– – ﹤0.01% 323
2024
Q3 		$279 Sell
24
-89
-79% -$1.03K ﹤0.01% 330
2024
Q2 		$1.2K Buy
113
+38
+51% +$420 ﹤0.01% 356
2024
Q1 		$896 Hold
75
– – ﹤0.01% 242
2023
Q4 		$812 Hold
75
– – ﹤0.01% 225
2023
Q3 		$740 Hold
75
– – ﹤0.01% 204
2023
Q2 		$749 Hold
75
– – ﹤0.01% 207
2023
Q1 		$722 Hold
75
– – ﹤0.01% 239
2022
Q4 		$835 Buy
+75
New +$784 ﹤0.01% 221

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

Ruedi Wealth Management's VTRS Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Viatris (VTRS) in Q2 2025, closing a stake of 24 shares — an estimated $209 sold.

Ruedi Wealth Management first reported a position in VTRS in Q4 2022 and held it in 10 quarters. The position peaked at $1.2K in Q2 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 24 Viatris shares in Q2 2025, an estimated $209.
  • Ruedi Wealth Management first reported a position in Viatris in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Viatris position peaked at $1.2K in Q2 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.