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Unique Wealth Strategies’s Viatris VTRS Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-48
Closed -$573 – 663
2024
Q2 		$573 Buy
+48
New +$530 ﹤0.01% 598

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Unique Wealth Strategies's VTRS Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Viatris (VTRS) in Q3 2024, closing a stake of 48 shares — an estimated $573 sold.

Unique Wealth Strategies first reported a position in VTRS in Q2 2024 and held it in 1 quarter. The position peaked at $573 in Q2 2024. 1,000 funds tracked by Wall St. Rank hold VTRS as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Viatris position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 48 Viatris shares in Q3 2024, an estimated $573.
  • Unique Wealth Strategies first reported a position in Viatris in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Viatris position peaked at $573 in Q2 2024.
  • 1,000 funds tracked by Wall St. Rank held Viatris as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.