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Summit Wealth Group (Colorado)’s Viatris VTRS Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		– Sell
-10,078
Closed -$90K – 453
2025
Q2 		$90K Buy
+10,078
New +$85.2K 0.02% 236

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Summit Wealth Group (Colorado)'s VTRS Position: Q3 2025 in Review

Summit Wealth Group (Colorado) sold out of Viatris (VTRS) in Q3 2025, closing a stake of 10,078 shares — an estimated $90K sold.

Summit Wealth Group (Colorado) first reported a position in VTRS in Q2 2025 and held it in 1 quarter. The position peaked at $90K in Q2 2025. 968 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • Summit Wealth Group (Colorado) reported no remaining Viatris position as of Q3 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,078 Viatris shares in Q3 2025, an estimated $90K.
  • Summit Wealth Group (Colorado) first reported a position in Viatris in Q2 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Viatris position peaked at $90K in Q2 2025.
  • 968 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2025, filed 14 Nov 2025.