Semmax Financial Advisors’s Viatris VTRS Stock Holding History

Semmax Financial 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 Q2	$1.7K	Hold	175	–	–	﹤0.01%	355
2025 Q1	$1.53K	Hold	175	–	–	﹤0.01%	335
2024 Q4	$1.89K	Hold	175	–	–	﹤0.01%	294
2024 Q3	$2.26K	Hold	175	–	–	﹤0.01%	294
2024 Q2	$2.02K	Hold	175	–	–	﹤0.01%	328
2024 Q1	$1.99K	Sell	175 -4	-2%	-$48	﹤0.01%	304
2023 Q4	$2.14K	Hold	179	–	–	﹤0.01%	310
2023 Q3	$1.6K	Buy	+179	New	+$1.86K	﹤0.01%	284
2022 Q4	$2K	Hold	194	–	–	﹤0.01%	239
2022 Q3	$2K	Sell	194 -5	-3%	-$49	﹤0.01%	223
2022 Q2	$2K	Sell	199 -77	-28%	-$844	﹤0.01%	224
2022 Q1	$3K	Sell	276 -164	-37%	-$2.16K	﹤0.01%	234
2021 Q4	$6K	Buy	440 +2	+0.5%	+$27	﹤0.01%	202
2021 Q3	$6K	Buy	438 +1	+0.2%	+$14	﹤0.01%	193
2021 Q2	$6K	Sell	437 -258	-37%	-$3.73K	﹤0.01%	193
2021 Q1	$10K	Sell	695 -14,448	-95%	-$235K	﹤0.01%	188
2020 Q4	$284K	Buy	15,143 +14,997	+10,272%	+$245K	0.12%	96
2020 Q3	$2K	Hold	146	–	–	﹤0.01%	217
2020 Q2	$2K	Hold	146	–	–	﹤0.01%	238
2020 Q1	$2K	Hold	146	–	–	﹤0.01%	238
2019 Q4	$3K	Hold	146	–	–	﹤0.01%	247
2019 Q3	$3K	Hold	146	–	–	﹤0.01%	244
2019 Q2	$3K	Buy	+146	New	+$3.23K	﹤0.01%	272

Other funds holding VTRS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Semmax Financial Advisors's VTRS Position: Q2 2025 in Review

Semmax Financial Advisors held its Viatris (VTRS) position steady in Q2 2025 at 175 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Semmax Financial Advisors first reported a position in VTRS in Q2 2019 and has held it in 23 quarters since. The position peaked at $284K in Q4 2020. 977 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

Semmax Financial Advisors held 175 shares of Viatris worth $1.7K as of Q2 2025.
Semmax Financial Advisors left its Viatris share count unchanged in Q2 2025.
Viatris made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #355 holding.
Semmax Financial Advisors first reported a position in Viatris in Q2 2019 and has held it in 23 quarters since.
Semmax Financial Advisors's Viatris position peaked at $284K in Q4 2020.
977 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.