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Tyler-Stone Wealth Management’s Viatris VTRS Stock Holding History

Tyler-Stone Wealth 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 		$322K Sell
36,111
-4,116
-10% -$34.8K 0.05% 259
2025
Q1 		$350K Sell
40,227
-4,186
-9% -$43.9K 0.06% 226
2024
Q4 		$553K Buy
44,413
+1,985
+5% +$24.4K 0.1% 182
2024
Q3 		$493K Buy
42,428
+16,239
+62% +$187K 0.09% 188
2024
Q2 		$278K Sell
26,189
-1,000
-4% -$11K 0.11% 153
2024
Q1 		$325K Sell
27,189
-1,551
-5% -$18.7K 0.14% 133
2023
Q4 		$311K Buy
28,740
+2,511
+10% +$24K 0.16% 129
2023
Q3 		$259K Buy
26,229
+1,900
+8% +$19.8K 0.15% 130
2023
Q2 		$243K Buy
+24,329
New +$232K 0.14% 138
2022
Q4 		$165K Buy
14,792
+126
+0.9% +$1.32K 0.11% 164
2022
Q3 		$125K Buy
14,666
+446
+3% +$4.39K 0.1% 188
2022
Q2 		$149K Buy
14,220
+5,136
+57% +$56.3K 0.1% 182
2022
Q1 		$99K Buy
9,084
+4,948
+120% +$65.2K 0.05% 253
2021
Q4 		$56K Buy
+4,136
New +$55.2K 0.03% 342

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

Tyler-Stone Wealth Management's VTRS Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Viatris (VTRS) stake by 10% in Q2 2025, selling an estimated $34.8K and leaving 36,111 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #259.

Tyler-Stone Wealth Management first reported a position in VTRS in Q4 2021 and has held it in 14 quarters since. The position peaked at $553K in Q4 2024. 975 funds tracked by Wall St. Rank hold VTRS as of Q2 2025.

  • Tyler-Stone Wealth Management held 36,111 shares of Viatris worth $322K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 4,116 Viatris shares in Q2 2025, an estimated $34.8K.
  • Viatris made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #259 holding.
  • Tyler-Stone Wealth Management first reported a position in Viatris in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Viatris position peaked at $553K in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Viatris as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.