SHIM
VTRS icon

Stone House Investment Management’s Viatris VTRS Stock Holding History

Stone House Investment 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
-15
Closed -$131 – 577
2025
Q1 		$131 Buy
+15
New +$157 ﹤0.01% 427
2024
Q4 		– Sell
-15
Closed -$174 – 351
2024
Q3 		$174 Hold
15
– – ﹤0.01% 370
2024
Q2 		$159 Hold
15
– – ﹤0.01% 372
2024
Q1 		$179 Hold
15
– – ﹤0.01% 397
2023
Q4 		$162 Hold
15
– – ﹤0.01% 313
2023
Q3 		$148 Hold
15
– – ﹤0.01% 328
2023
Q2 		$150 Hold
15
– – ﹤0.01% 331
2023
Q1 		$144 Buy
+15
New +$166 ﹤0.01% 299

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

Stone House Investment Management's VTRS Position: Q2 2025 in Review

Stone House Investment Management sold out of Viatris (VTRS) in Q2 2025, closing a stake of 15 shares — an estimated $131 sold.

Stone House Investment Management first reported a position in VTRS in Q1 2023 and held it in 8 quarters. The position peaked at $179 in Q1 2024. 976 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Stone House Investment Management reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Stone House Investment Management sold 15 Viatris shares in Q2 2025, an estimated $131.
  • Stone House Investment Management first reported a position in Viatris in Q1 2023 and held it in 8 quarters.
  • Stone House Investment Management's Viatris position peaked at $179 in Q1 2024.
  • 976 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.