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Stonebridge Financial Group (Pennsylvania)’s Viatris VTRS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-600
Closed -$5.23K – 928
2025
Q1 		$5.23K Sell
600
-77
-11% -$808 ﹤0.01% 696
2024
Q4 		$8.42K Buy
+677
New +$8.32K ﹤0.01% 615

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

Stonebridge Financial Group (Pennsylvania)'s VTRS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Viatris (VTRS) in Q2 2025, closing a stake of 600 shares — an estimated $5.23K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VTRS in Q4 2024 and held it in 2 quarters. The position peaked at $8.42K in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 600 Viatris shares in Q2 2025, an estimated $5.23K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Viatris in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Viatris position peaked at $8.42K in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.