SWM
VTRS icon

Seed Wealth Management’s Viatris VTRS Stock Holding History

Seed 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
Q1 		– Sell
-10,975
Closed -$137K – 156
2024
Q4 		$137K Hold
10,975
– – 0.11% 146
2024
Q3 		$127K Hold
10,975
– – 0.1% 155
2024
Q2 		$117K Hold
10,975
– – 0.1% 148
2024
Q1 		$131K Sell
10,975
-16
-0.1% -$193 0.13% 149
2023
Q4 		$125K Hold
10,991
– – 0.13% 146
2023
Q3 		$108K Sell
10,991
-198
-2% -$2.06K 0.12% 135
2023
Q2 		$112K Buy
+11,189
New +$107K 0.12% 139

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

Seed Wealth Management's VTRS Position: Q1 2025 in Review

Seed Wealth Management sold out of Viatris (VTRS) in Q1 2025, closing a stake of 10,975 shares — an estimated $137K sold.

Seed Wealth Management first reported a position in VTRS in Q2 2023 and held it in 7 quarters. The position peaked at $137K in Q4 2024. 1,008 funds tracked by Wall St. Rank hold VTRS as of Q1 2025.

  • Seed Wealth Management reported no remaining Viatris position as of Q1 2025 after selling out during the quarter.
  • Seed Wealth Management sold 10,975 Viatris shares in Q1 2025, an estimated $137K.
  • Seed Wealth Management first reported a position in Viatris in Q2 2023 and held it in 7 quarters.
  • Seed Wealth Management's Viatris position peaked at $137K in Q4 2024.
  • 1,008 funds tracked by Wall St. Rank held Viatris as of Q1 2025.

Based on Seed Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.