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VTRS icon

Sunbelt Securities’s Viatris VTRS Stock Holding History

Sunbelt Securities’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
2026
Q1 		$24.9K Sell
1,842
-34
-2% -$476 ﹤0.01% 1231
2025
Q4 		$23.4K Sell
1,876
-7
-0.4% -$76 ﹤0.01% 1214
2025
Q3 		$18.6K Sell
1,883
-8,891
-83% -$86.5K ﹤0.01% 1284
2025
Q2 		$134K Buy
10,774
+7,916
+277% +$66.9K 0.01% 690
2025
Q1 		$24.9K Sell
2,858
-7,916
-73% -$83.1K ﹤0.01% 1069
2024
Q4 		$133K Buy
10,774
+1,863
+21% +$22.9K 0.01% 691
2024
Q3 		$103K Sell
8,911
-123
-1% -$1.42K 0.01% 750
2024
Q2 		$96K Sell
9,034
-170
-2% -$1.88K 0.01% 741
2024
Q1 		$110K Buy
9,204
+3,058
+50% +$36.8K 0.01% 691
2023
Q4 		$66.6K Sell
6,146
-300
-5% -$2.87K 0.01% 760
2023
Q3 		$63.6K Buy
6,446
+2,130
+49% +$22.2K 0.01% 756
2023
Q2 		$43.1K Sell
4,316
-398
-8% -$3.8K 0.01% 833
2023
Q1 		$45.1K Buy
+4,714
New +$52.3K 0.01% 774
2022
Q1 		– Sell
-11,509
Closed -$175K – 488
2021
Q4 		$175K Sell
11,509
-2,608
-18% -$34.8K 0.03% 449
2021
Q3 		$194K Hold
14,117
– – 0.03% 425
2021
Q2 		$194K Sell
14,117
-627
-4% -$9.07K 0.03% 423
2021
Q1 		$206K Sell
14,744
-1,216
-8% -$19.8K 0.04% 399
2020
Q4 		$299K Buy
+15,960
New +$260K 0.06% 307

Other funds holding VTRS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 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 $653B AUM 32.41% 1-Year Est. Return