Sebold Capital Management’s Viatris VTRS Stock Holding History

Sebold Capital 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	$244K	Sell	27,297 -8,255	-23%	-$69.8K	0.15%	71
2025 Q1	$310K	Buy	35,552 +9,189	+35%	+$96.5K	0.2%	54
2024 Q4	$328K	Sell	26,363 -89	-0.3%	-$1.09K	0.22%	50
2024 Q3	$307K	Buy	26,452 +2,273	+9%	+$26.2K	0.2%	54
2024 Q2	$257K	Sell	24,179 -1,639	-6%	-$18.1K	0.18%	56
2024 Q1	$308K	Buy	25,818 +4,743	+23%	+$57.1K	0.21%	55
2023 Q4	$228K	Hold	21,075	–	–	0.17%	64
2023 Q3	$208K	Buy	21,075 +772	+4%	+$8.04K	0.17%	66
2023 Q2	$203K	Sell	20,303 -877	-4%	-$8.38K	0.16%	67
2023 Q1	$204K	Hold	21,180	–	–	0.16%	67
2022 Q4	$236K	Buy	+21,180	New	+$221K	0.19%	61

Other funds holding VTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sebold Capital Management's VTRS Position: Q2 2025 in Review

Sebold Capital Management reduced its Viatris (VTRS) stake by 23% in Q2 2025, selling an estimated $69.8K and leaving 27,297 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #71.

Sebold Capital Management first reported a position in VTRS in Q4 2022 and has held it in 11 quarters since. The position peaked at $328K in Q4 2024. 976 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

Sebold Capital Management held 27,297 shares of Viatris worth $244K as of Q2 2025.
Sebold Capital Management sold 8,255 Viatris shares in Q2 2025, an estimated $69.8K.
Viatris made up 0.15% of Sebold Capital Management's portfolio in Q2 2025, its #71 holding.
Sebold Capital Management first reported a position in Viatris in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's Viatris position peaked at $328K in Q4 2024.
976 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.