SIMA Wealth Partners’s Viatris VTRS Stock Holding History

SIMA Wealth Partners’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	-72	Closed	-$632	–	184
2025 Q1	$632	Hold	72	–	–	﹤0.01%	180
2024 Q4	$892	Buy	+72	New	+$885	﹤0.01%	165

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

SIMA Wealth Partners's VTRS Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Viatris (VTRS) in Q2 2025, closing a stake of 72 shares — an estimated $632 sold.

SIMA Wealth Partners first reported a position in VTRS in Q4 2024 and held it in 2 quarters. The position peaked at $892 in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

SIMA Wealth Partners reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
SIMA Wealth Partners sold 72 Viatris shares in Q2 2025, an estimated $632.
SIMA Wealth Partners first reported a position in Viatris in Q4 2024 and held it in 2 quarters.
SIMA Wealth Partners's Viatris position peaked at $892 in Q4 2024.
975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.