Trifecta Capital Advisors’s Viatris VTRS Stock Holding History

Trifecta Capital Advisors’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	-86	Closed	-$750	–	509
2025 Q1	$750	Buy	+86	New	+$903	﹤0.01%	398

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

Trifecta Capital Advisors's VTRS Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Viatris (VTRS) in Q2 2025, closing a stake of 86 shares — an estimated $750 sold.

Trifecta Capital Advisors first reported a position in VTRS in Q1 2025 and held it in 1 quarter. The position peaked at $750 in Q1 2025. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

Trifecta Capital Advisors reported no remaining Viatris position as of Q2 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 86 Viatris shares in Q2 2025, an estimated $750.
Trifecta Capital Advisors first reported a position in Viatris in Q1 2025 and held it in 1 quarter.
Trifecta Capital Advisors's Viatris position peaked at $750 in Q1 2025.
975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.